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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 | $59,474 | $217,432-72.6% | $185,849-68.0% | $167,536-64.5% |
| Participation rate | 68.2% | 86.1%-17.9pp | 81.7%-13.5pp | 82.1%-13.9pp |
| Annual return | 9.51% | 148.42%-138.9pp | 122.10%-112.6pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,177 | $5,875-80.0% | $5,169-77.2% | $4,839-75.7% |
| Participant deferral / active EE | $2,844 | $6,357-55.3% | $5,569-48.9% | $6,342-55.2% |
| Admin fee / account holder | $1,523 | $19,818-92.3% | $16,244-90.6% | $12,315-87.6% |