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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 | $31,431 | $168,636-81.4% | $147,618-78.7% | $125,388-74.9% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | 188.80% | 77.65%+111.1pp | 61.98%+126.8pp | 282.24%-93.4pp |
| Employer contribution / active EE | $1,156 | $6,252-81.5% | $5,565-79.2% | $4,866-76.2% |
| Participant deferral / active EE | $1,959 | $5,507-64.4% | $4,895-60.0% | $5,352-63.4% |
| Admin fee / account holder | $1,438 | $13,580-89.4% | $11,612-87.6% | $9,541-84.9% |