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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 | $40,782 | $183,516-77.8% | $155,534-73.8% | $145,884-72.0% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 15.03% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $421 | $5,315-92.1% | $4,675-91.0% | $4,662-91.0% |
| Participant deferral / active EE | $4,404 | $6,467-31.9% | $5,630-21.8% | $6,690-34.2% |
| Admin fee / account holder | $1,567 | $19,293-91.9% | $15,900-90.1% | $13,392-88.3% |