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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 | $36,555 | $202,345-81.9% | $172,755-78.8% | $152,885-76.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.17% | 1029.77%-1012.6pp | 802.94%-785.8pp | 345.39%-328.2pp |
| Employer contribution / active EE | $594 | $5,858-89.9% | $5,144-88.5% | $4,763-87.5% |
| Participant deferral / active EE | $5,074 | $5,948-14.7% | $5,198-2.4% | $5,851-13.3% |
| Admin fee / account holder | $58,865 | $17,111+244.0% | $13,955+321.8% | $11,598+407.5% |