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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 | $31,018 | $217,432-85.7% | $185,851-83.3% | $167,553-81.5% |
| Participation rate | 56.3% | 86.1%-29.8pp | 81.7%-25.5pp | 82.1%-25.9pp |
| Annual return | 20.49% | 148.43%-127.9pp | 122.11%-101.6pp | 478.89%-458.4pp |
| Employer contribution / active EE | $735 | $5,874-87.5% | $5,168-85.8% | $4,840-84.8% |
| Participant deferral / active EE | $3,143 | $6,357-50.6% | $5,569-43.6% | $6,343-50.5% |
| Admin fee / account holder | $2,690 | $19,820-86.4% | $16,245-83.4% | $12,316-78.2% |