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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 | $46,519 | $160,070-70.9% | $147,117-68.4% | $145,897-68.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 11.33% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $567 | $5,285-89.3% | $4,932-88.5% | $4,663-87.8% |
| Participant deferral / active EE | $4,332 | $8,419-48.5% | $8,065-46.3% | $6,689-35.2% |
| Admin fee / account holder | $11,271 | $15,035-25.0% | $12,993-13.2% | $13,390-15.8% |