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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 | $46,611 | $176,105-73.5% | $159,474-70.8% | $167,536-72.2% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 18.58% | 331.91%-313.3pp | 263.68%-245.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $849 | $5,299-84.0% | $4,831-82.4% | $4,839-82.5% |
| Participant deferral / active EE | $3,576 | $7,751-53.9% | $7,353-51.4% | $6,342-43.6% |
| Admin fee / account holder | $336 | $12,559-97.3% | $10,802-96.9% | $12,315-97.3% |