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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 | $27,116 | $175,259-84.5% | $149,723-81.9% | $139,487-80.6% |
| Participation rate | 53.3% | 83.4%-30.1pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 27.33% | 166.82%-139.5pp | 134.50%-107.2pp | 373.84%-346.5pp |
| Employer contribution / active EE | $831 | $5,478-84.8% | $4,821-82.8% | $4,755-82.5% |
| Participant deferral / active EE | $2,570 | $6,522-60.6% | $5,682-54.8% | $6,713-61.7% |
| Admin fee / account holder | $305 | $16,158-98.1% | $13,215-97.7% | $11,407-97.3% |