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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 | $53,572 | $198,457-73.0% | $170,435-68.6% | $147,586-63.7% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 20.86% | 257.30%-236.4pp | 205.94%-185.1pp | 578.59%-557.7pp |
| Employer contribution / active EE | $942 | $6,183-84.8% | $5,432-82.7% | $4,876-80.7% |
| Participant deferral / active EE | $3,181 | $5,629-43.5% | $4,939-35.6% | $5,439-41.5% |
| Admin fee / account holder | $2,760 | $16,852-83.6% | $13,881-80.1% | $10,886-74.6% |