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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 | $45,013 | $160,070-71.9% | $147,117-69.4% | $145,897-69.1% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 10.44% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $360 | $5,285-93.2% | $4,932-92.7% | $4,663-92.3% |
| Participant deferral / active EE | $2,858 | $8,419-66.1% | $8,065-64.6% | $6,689-57.3% |
| Admin fee / account holder | $1,814 | $15,035-87.9% | $12,993-86.0% | $13,390-86.4% |