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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 | $35,055 | $202,342-82.7% | $172,752-79.7% | $152,897-77.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 28.24% | 1029.83%-1001.6pp | 802.97%-774.7pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,101 | $5,858-81.2% | $5,144-78.6% | $4,764-76.9% |
| Participant deferral / active EE | $3,413 | $5,948-42.6% | $5,198-34.3% | $5,851-41.7% |
| Admin fee / account holder | $476 | $17,111-97.2% | $13,955-96.6% | $11,599-95.9% |