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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 | $51,126 | $198,457-74.2% | $170,435-70.0% | $147,586-65.4% |
| Participation rate | 36.8% | 88.0%-51.1pp | 83.6%-46.8pp | 82.8%-46.0pp |
| Annual return | 21.78% | 257.30%-235.5pp | 205.94%-184.2pp | 578.59%-556.8pp |
| Employer contribution / active EE | $818 | $6,183-86.8% | $5,432-84.9% | $4,876-83.2% |
| Participant deferral / active EE | $3,938 | $5,629-30.0% | $4,939-20.3% | $5,439-27.6% |
| Admin fee / account holder | $6,626 | $16,852-60.7% | $13,881-52.3% | $10,886-39.1% |