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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 | $57,060 | $217,427-73.8% | $185,837-69.3% | $167,518-65.9% |
| Participation rate | 45.5% | 86.0%-40.6pp | 81.7%-36.3pp | 82.1%-36.7pp |
| Annual return | 10.07% | 148.39%-138.3pp | 122.08%-112.0pp | 478.71%-468.6pp |
| Employer contribution / active EE | $1,208 | $5,874-79.4% | $5,168-76.6% | $4,838-75.0% |
| Participant deferral / active EE | $3,534 | $6,357-44.4% | $5,568-36.5% | $6,342-44.3% |
| Admin fee / account holder | $2,348 | $19,816-88.2% | $16,241-85.5% | $12,312-80.9% |