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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 | $45,876 | $198,462-76.9% | $170,439-73.1% | $147,585-68.9% |
| Participation rate | 23.8% | 88.0%-64.2pp | 83.6%-59.8pp | 82.8%-59.0pp |
| Annual return | 22.40% | 257.30%-234.9pp | 205.94%-183.5pp | 578.58%-556.2pp |
| Employer contribution / active EE | $726 | $6,184-88.3% | $5,433-86.6% | $4,876-85.1% |
| Participant deferral / active EE | $2,055 | $5,629-63.5% | $4,939-58.4% | $5,439-62.2% |
| Admin fee / account holder | $1,501 | $16,852-91.1% | $13,881-89.2% | $10,886-86.2% |