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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 | $52,482 | $209,425-74.9% | $178,499-70.6% | $158,966-67.0% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 13.56% | 188.80%-175.2pp | 151.10%-137.5pp | 302.95%-289.4pp |
| Employer contribution / active EE | $992 | $5,707-82.6% | $5,011-80.2% | $4,762-79.2% |
| Participant deferral / active EE | $2,481 | $5,955-58.3% | $5,202-52.3% | $5,983-58.5% |
| Admin fee / account holder | $1,632 | $17,078-90.4% | $13,986-88.3% | $11,250-85.5% |