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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 | $69,002 | $217,432-68.3% | $185,849-62.9% | $167,536-58.8% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 31.68% | 148.42%-116.7pp | 122.10%-90.4pp | 478.82%-447.1pp |
| Employer contribution / active EE | $1,017 | $5,875-82.7% | $5,169-80.3% | $4,839-79.0% |
| Participant deferral / active EE | $2,717 | $6,357-57.3% | $5,569-51.2% | $6,342-57.2% |
| Admin fee / account holder | $549 | $19,818-97.2% | $16,244-96.6% | $12,315-95.5% |