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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 | $41,421 | $217,432-80.9% | $185,851-77.7% | $167,553-75.3% |
| Participation rate | 38.9% | 86.1%-47.2pp | 81.7%-42.8pp | 82.1%-43.2pp |
| Annual return | 18.27% | 148.43%-130.2pp | 122.11%-103.8pp | 478.89%-460.6pp |
| Employer contribution / active EE | $1,117 | $5,874-81.0% | $5,168-78.4% | $4,840-76.9% |
| Participant deferral / active EE | $3,010 | $6,357-52.6% | $5,569-45.9% | $6,343-52.5% |
| Admin fee / account holder | $6,400 | $19,820-67.7% | $16,245-60.6% | $12,316-48.0% |