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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 | $62,201 | $209,425-70.3% | $178,499-65.2% | $158,966-60.9% |
| Participation rate | 42.1% | 86.4%-44.2pp | 81.9%-39.8pp | 82.0%-39.9pp |
| Annual return | 12.40% | 188.80%-176.4pp | 151.10%-138.7pp | 302.95%-290.5pp |
| Employer contribution / active EE | $568 | $5,707-90.0% | $5,011-88.7% | $4,762-88.1% |
| Participant deferral / active EE | $2,205 | $5,955-63.0% | $5,202-57.6% | $5,983-63.1% |
| Admin fee / account holder | $5,330 | $17,078-68.8% | $13,986-61.9% | $11,250-52.6% |