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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 | $36,710 | $183,988-80.0% | $162,177-77.4% | $152,897-76.0% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.5%-44.0pp |
| Annual return | 24.87% | 150.79%-125.9pp | 115.60%-90.7pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,039 | $6,370-83.7% | $5,613-81.5% | $4,764-78.2% |
| Participant deferral / active EE | $4,458 | $8,032-44.5% | $7,297-38.9% | $5,851-23.8% |
| Admin fee / account holder | $3,314 | $13,123-74.8% | $10,843-69.4% | $11,599-71.4% |