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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 | $43,591 | $175,231-75.1% | $149,696-70.9% | $139,466-68.7% |
| Participation rate | 42.1% | 83.4%-41.3pp | 78.8%-36.7pp | 80.3%-38.2pp |
| Annual return | 18.23% | 166.77%-148.5pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,053 | $5,478-80.8% | $4,821-78.2% | $4,754-77.8% |
| Participant deferral / active EE | $4,175 | $6,521-36.0% | $5,682-26.5% | $6,712-37.8% |
| Admin fee / account holder | $2,257 | $16,155-86.0% | $13,212-82.9% | $11,409-80.2% |