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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 | $45,709 | $202,342-77.4% | $172,752-73.5% | $152,897-70.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 30.01% | 1029.83%-999.8pp | 802.97%-773.0pp | 345.43%-315.4pp |
| Employer contribution / active EE | $1,024 | $5,858-82.5% | $5,144-80.1% | $4,764-78.5% |
| Participant deferral / active EE | $4,480 | $5,948-24.7% | $5,198-13.8% | $5,851-23.4% |
| Admin fee / account holder | $402 | $17,111-97.7% | $13,955-97.1% | $11,599-96.5% |