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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 | $53,205 | $198,457-73.2% | $170,435-68.8% | $147,586-63.9% |
| Participation rate | 47.8% | 88.0%-40.1pp | 83.6%-35.8pp | 82.8%-35.0pp |
| Annual return | 16.25% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,011 | $6,183-83.6% | $5,432-81.4% | $4,876-79.3% |
| Participant deferral / active EE | $1,983 | $5,629-64.8% | $4,939-59.9% | $5,439-63.5% |
| Admin fee / account holder | $8,023 | $16,852-52.4% | $13,881-42.2% | $10,886-26.3% |