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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 | $40,484 | $217,432-81.4% | $185,851-78.2% | $167,553-75.8% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 19.76% | 148.43%-128.7pp | 122.11%-102.3pp | 478.89%-459.1pp |
| Employer contribution / active EE | $1,101 | $5,874-81.3% | $5,168-78.7% | $4,840-77.3% |
| Participant deferral / active EE | $5,451 | $6,357-14.2% | $5,569-2.1% | $6,343-14.1% |
| Admin fee / account holder | $2,294 | $19,820-88.4% | $16,245-85.9% | $12,316-81.4% |