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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 | $35,081 | $176,077-80.1% | $159,455-78.0% | $167,518-79.1% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 11.14% | 331.83%-320.7pp | 263.63%-252.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $472 | $5,298-91.1% | $4,830-90.2% | $4,838-90.3% |
| Participant deferral / active EE | $3,024 | $7,751-61.0% | $7,353-58.9% | $6,342-52.3% |
| Admin fee / account holder | $7,299 | $12,556-41.9% | $10,800-32.4% | $12,312-40.7% |