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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 | $54,773 | $184,000-70.2% | $162,185-66.2% | $152,909-64.2% |
| Participation rate | 45.5% | 88.5%-43.0pp | 87.6%-42.1pp | 82.5%-37.0pp |
| Annual return | 24.27% | 150.80%-126.5pp | 115.61%-91.3pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,033 | $6,370-83.8% | $5,613-81.6% | $4,764-78.3% |
| Participant deferral / active EE | $5,271 | $8,033-34.4% | $7,297-27.8% | $5,851-9.9% |
| Admin fee / account holder | $2,804 | $13,124-78.6% | $10,844-74.1% | $11,601-75.8% |