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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 | $95,464 | $198,457-51.9% | $170,435-44.0% | $147,586-35.3% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 15.48% | 257.30%-241.8pp | 205.94%-190.5pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,274 | $6,183-79.4% | $5,432-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $4,070 | $5,629-27.7% | $4,939-17.6% | $5,439-25.2% |
| Admin fee / account holder | $706 | $16,852-95.8% | $13,881-94.9% | $10,886-93.5% |