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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 | $65,286 | $175,231-62.7% | $149,696-56.4% | $139,466-53.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 17.96% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,053 | $5,478-80.8% | $4,821-78.2% | $4,754-77.9% |
| Participant deferral / active EE | $2,556 | $6,521-60.8% | $5,682-55.0% | $6,712-61.9% |
| Admin fee / account holder | $5,204 | $16,155-67.8% | $13,212-60.6% | $11,409-54.4% |