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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 | $43,701 | $171,492-74.5% | $150,734-71.0% | $198,609-78.0% |
| Participation rate | 45.0% | 81.4%-36.4pp | 78.4%-33.4pp | 82.4%-37.4pp |
| Annual return | 21.26% | 804.70%-783.4pp | 600.81%-579.5pp | 202.70%-181.4pp |
| Employer contribution / active EE | $1,196 | $5,470-78.1% | $4,918-75.7% | $5,055-76.3% |
| Participant deferral / active EE | $4,887 | $6,259-21.9% | $5,610-12.9% | $6,977-29.9% |
| Admin fee / account holder | $712 | $17,628-96.0% | $14,905-95.2% | $19,030-96.3% |