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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 | $52,733 | $184,000-71.3% | $162,185-67.5% | $152,909-65.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.04% | 150.80%-129.8pp | 115.61%-94.6pp | 345.46%-324.4pp |
| Employer contribution / active EE | $270 | $6,370-95.8% | $5,613-95.2% | $4,764-94.3% |
| Participant deferral / active EE | $6,503 | $8,033-19.0% | $7,297-10.9% | $5,851+11.1% |
| Admin fee / account holder | $10,823 | $13,124-17.5% | $10,844-0.2% | $11,601-6.7% |