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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 | $41,986 | $148,623-71.8% | $135,974-69.1% | $139,466-69.9% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.3pp | 80.3%-33.7pp |
| Annual return | 21.43% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,001 | $5,246-80.9% | $4,859-79.4% | $4,754-78.9% |
| Participant deferral / active EE | $3,153 | $8,103-61.1% | $7,760-59.4% | $6,712-53.0% |
| Admin fee / account holder | $523 | $12,406-95.8% | $10,767-95.1% | $11,409-95.4% |