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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 | $51,038 | $217,432-76.5% | $185,849-72.5% | $167,536-69.5% |
| Participation rate | 64.3% | 86.1%-21.8pp | 81.7%-17.4pp | 82.1%-17.8pp |
| Annual return | 16.68% | 148.42%-131.7pp | 122.10%-105.4pp | 478.82%-462.1pp |
| Employer contribution / active EE | $464 | $5,875-92.1% | $5,169-91.0% | $4,839-90.4% |
| Participant deferral / active EE | $4,462 | $6,357-29.8% | $5,569-19.9% | $6,342-29.6% |
| Admin fee / account holder | $414 | $19,818-97.9% | $16,244-97.5% | $12,315-96.6% |