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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 | $47,164 | $175,231-73.1% | $149,696-68.5% | $139,466-66.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.10% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,033 | $5,478-81.1% | $4,821-78.6% | $4,754-78.3% |
| Participant deferral / active EE | $2,963 | $6,521-54.6% | $5,682-47.9% | $6,712-55.9% |
| Admin fee / account holder | $305 | $16,155-98.1% | $13,212-97.7% | $11,409-97.3% |