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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 | $61,423 | $198,457-69.0% | $170,435-64.0% | $147,586-58.4% |
| Participation rate | 45.5% | 88.0%-42.5pp | 83.6%-38.1pp | 82.8%-37.4pp |
| Annual return | 22.00% | 257.30%-235.3pp | 205.94%-183.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,121 | $6,183-81.9% | $5,432-79.4% | $4,876-77.0% |
| Participant deferral / active EE | $2,830 | $5,629-49.7% | $4,939-42.7% | $5,439-48.0% |
| Admin fee / account holder | $700 | $16,852-95.8% | $13,881-95.0% | $10,886-93.6% |