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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 | $46,319 | $202,342-77.1% | $172,752-73.2% | $152,897-69.7% |
| Participation rate | 63.2% | 87.1%-23.9pp | 82.6%-19.5pp | 82.5%-19.3pp |
| Annual return | 24.46% | 1029.83%-1005.4pp | 802.97%-778.5pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,048 | $5,858-82.1% | $5,144-79.6% | $4,764-78.0% |
| Participant deferral / active EE | $5,582 | $5,948-6.2% | $5,198+7.4% | $5,851-4.6% |
| Admin fee / account holder | $695 | $17,111-95.9% | $13,955-95.0% | $11,599-94.0% |