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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 | $26,786 | $175,259-84.7% | $149,723-82.1% | $139,487-80.8% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 12.80% | 166.82%-154.0pp | 134.50%-121.7pp | 373.84%-361.0pp |
| Employer contribution / active EE | $412 | $5,478-92.5% | $4,821-91.4% | $4,755-91.3% |
| Participant deferral / active EE | $1,996 | $6,522-69.4% | $5,682-64.9% | $6,713-70.3% |
| Admin fee / account holder | $467 | $16,158-97.1% | $13,215-96.5% | $11,407-95.9% |