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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 | $48,582 | $175,231-72.3% | $149,696-67.5% | $139,466-65.2% |
| Participation rate | 41.2% | 83.4%-42.2pp | 78.8%-37.6pp | 80.3%-39.2pp |
| Annual return | 13.31% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $1,006 | $5,478-81.6% | $4,821-79.1% | $4,754-78.8% |
| Participant deferral / active EE | $4,347 | $6,521-33.3% | $5,682-23.5% | $6,712-35.2% |
| Admin fee / account holder | $401 | $16,155-97.5% | $13,212-97.0% | $11,409-96.5% |