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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 | $51,978 | $198,457-73.8% | $170,435-69.5% | $147,586-64.8% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 16.40% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,019 | $6,183-83.5% | $5,432-81.2% | $4,876-79.1% |
| Participant deferral / active EE | $2,846 | $5,629-49.4% | $4,939-42.4% | $5,439-47.7% |
| Admin fee / account holder | $754 | $16,852-95.5% | $13,881-94.6% | $10,886-93.1% |