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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 | $39,319 | $169,336-76.8% | $129,384-69.6% | $145,884-73.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 16.90% | 14408.70%-14391.8pp | 9461.77%-9444.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $154 | $5,540-97.2% | $4,153-96.3% | $4,662-96.7% |
| Participant deferral / active EE | $3,333 | $4,985-33.1% | $4,166-20.0% | $6,690-50.2% |
| Admin fee / account holder | $1,111 | $9,912-88.8% | $7,686-85.5% | $13,392-91.7% |