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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 | $92,803 | $217,432-57.3% | $185,849-50.1% | $167,536-44.6% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 15.22% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,131 | $5,875-80.7% | $5,169-78.1% | $4,839-76.6% |
| Participant deferral / active EE | $4,071 | $6,357-36.0% | $5,569-26.9% | $6,342-35.8% |
| Admin fee / account holder | $428 | $19,818-97.8% | $16,244-97.4% | $12,315-96.5% |