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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 | $37,997 | $198,470-80.9% | $170,444-77.7% | $147,585-74.3% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 12.51% | 257.30%-244.8pp | 205.94%-193.4pp | 578.56%-566.0pp |
| Employer contribution / active EE | $1,045 | $6,184-83.1% | $5,433-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $4,491 | $5,629-20.2% | $4,939-9.1% | $5,439-17.4% |
| Admin fee / account holder | $5,025 | $16,852-70.2% | $13,881-63.8% | $10,885-53.8% |