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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 | $43,978 | $217,432-79.8% | $185,851-76.3% | $167,553-73.8% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 18.02% | 148.43%-130.4pp | 122.11%-104.1pp | 478.89%-460.9pp |
| Employer contribution / active EE | $1,120 | $5,874-80.9% | $5,168-78.3% | $4,840-76.9% |
| Participant deferral / active EE | $5,759 | $6,357-9.4% | $5,569+3.4% | $6,343-9.2% |
| Admin fee / account holder | $321 | $19,820-98.4% | $16,245-98.0% | $12,316-97.4% |