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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 | $46,874 | $175,257-73.3% | $149,717-68.7% | $139,456-66.4% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 25.15% | 166.70%-141.6pp | 134.41%-109.3pp | 373.45%-348.3pp |
| Employer contribution / active EE | $708 | $5,477-87.1% | $4,820-85.3% | $4,753-85.1% |
| Participant deferral / active EE | $7,351 | $6,521+12.7% | $5,682+29.4% | $6,711+9.5% |
| Admin fee / account holder | $1,860 | $16,156-88.5% | $13,213-85.9% | $11,407-83.7% |