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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 | $54,599 | $175,231-68.8% | $149,696-63.5% | $139,466-60.9% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 18.20% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,059 | $5,478-80.7% | $4,821-78.0% | $4,754-77.7% |
| Participant deferral / active EE | $2,813 | $6,521-56.9% | $5,682-50.5% | $6,712-58.1% |
| Admin fee / account holder | $693 | $16,155-95.7% | $13,212-94.8% | $11,409-93.9% |