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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 | $120,545 | $217,427-44.6% | $185,837-35.1% | $167,518-28.0% |
| Participation rate | 41.7% | 86.0%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 12.16% | 148.39%-136.2pp | 122.08%-109.9pp | 478.71%-466.6pp |
| Employer contribution / active EE | $1,116 | $5,874-81.0% | $5,168-78.4% | $4,838-76.9% |
| Participant deferral / active EE | $4,032 | $6,357-36.6% | $5,568-27.6% | $6,342-36.4% |
| Admin fee / account holder | $1,529 | $19,816-92.3% | $16,241-90.6% | $12,312-87.6% |