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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 | $37,062 | $166,268-77.7% | $165,100-77.6% | $145,897-74.6% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 11.47% | 100.52%-89.0pp | 70.21%-58.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $784 | $5,284-85.2% | $4,348-82.0% | $4,663-83.2% |
| Participant deferral / active EE | $2,416 | $6,964-65.3% | $6,035-60.0% | $6,689-63.9% |
| Admin fee / account holder | $5,400 | $16,659-67.6% | $12,696-57.5% | $13,390-59.7% |