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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 | $58,818 | $184,000-68.0% | $162,185-63.7% | $152,909-61.5% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 24.60% | 150.80%-126.2pp | 115.61%-91.0pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,235 | $6,370-80.6% | $5,613-78.0% | $4,764-74.1% |
| Participant deferral / active EE | $3,344 | $8,033-58.4% | $7,297-54.2% | $5,851-42.8% |
| Admin fee / account holder | $1,945 | $13,124-85.2% | $10,844-82.1% | $11,601-83.2% |