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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 | $37,176 | $175,231-78.8% | $149,696-75.2% | $139,466-73.3% |
| Participation rate | 35.7% | 83.4%-47.7pp | 78.8%-43.1pp | 80.3%-44.6pp |
| Annual return | 13.25% | 166.77%-153.5pp | 134.46%-121.2pp | 373.66%-360.4pp |
| Employer contribution / active EE | $910 | $5,478-83.4% | $4,821-81.1% | $4,754-80.9% |
| Participant deferral / active EE | $2,742 | $6,521-58.0% | $5,682-51.7% | $6,712-59.1% |
| Admin fee / account holder | $12,833 | $16,155-20.6% | $13,212-2.9% | $11,409+12.5% |