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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,950 | $202,342-82.2% | $172,752-79.2% | $152,897-76.5% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 24.27% | 1029.83%-1005.6pp | 802.97%-778.7pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,119 | $5,858-80.9% | $5,144-78.2% | $4,764-76.5% |
| Participant deferral / active EE | $2,321 | $5,948-61.0% | $5,198-55.3% | $5,851-60.3% |
| Admin fee / account holder | $3,753 | $17,111-78.1% | $13,955-73.1% | $11,599-67.6% |