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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 | $43,174 | $196,972-78.1% | $182,262-76.3% | $198,609-78.3% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 25.52% | 158.27%-132.8pp | 140.60%-115.1pp | 202.70%-177.2pp |
| Employer contribution / active EE | $1,262 | $5,364-76.5% | $5,046-75.0% | $5,055-75.0% |
| Participant deferral / active EE | $4,264 | $8,643-50.7% | $8,276-48.5% | $6,977-38.9% |
| Admin fee / account holder | $764 | $18,429-95.9% | $16,712-95.4% | $19,030-96.0% |