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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 | $31,589 | $183,539-82.8% | $155,556-79.7% | $145,897-78.3% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 14.17% | 61.31%-47.1pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,020 | $5,315-80.8% | $4,675-78.2% | $4,663-78.1% |
| Participant deferral / active EE | $1,919 | $6,467-70.3% | $5,631-65.9% | $6,689-71.3% |
| Admin fee / account holder | $1,030 | $19,275-94.7% | $15,885-93.5% | $13,390-92.3% |