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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 | $40,501 | $175,257-76.9% | $149,717-72.9% | $139,456-71.0% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 18.66% | 166.70%-148.0pp | 134.41%-115.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,058 | $5,477-80.7% | $4,820-78.0% | $4,753-77.7% |
| Participant deferral / active EE | $3,272 | $6,521-49.8% | $5,682-42.4% | $6,711-51.2% |
| Admin fee / account holder | $2,685 | $16,156-83.4% | $13,213-79.7% | $11,407-76.5% |