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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 | $48,980 | $197,637-75.2% | $177,848-72.5% | $158,982-69.2% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 19.87% | 58.77%-38.9pp | 48.33%-28.5pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,036 | $6,698-84.5% | $5,919-82.5% | $4,763-78.2% |
| Participant deferral / active EE | $5,409 | $8,405-35.6% | $7,714-29.9% | $5,983-9.6% |
| Admin fee / account holder | $1,734 | $15,406-88.7% | $12,431-86.0% | $11,252-84.6% |