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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 | $34,952 | $175,231-80.1% | $149,696-76.7% | $139,466-74.9% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 31.92% | 166.77%-134.8pp | 134.46%-102.5pp | 373.66%-341.7pp |
| Employer contribution / active EE | $669 | $5,478-87.8% | $4,821-86.1% | $4,754-85.9% |
| Participant deferral / active EE | $5,165 | $6,521-20.8% | $5,682-9.1% | $6,712-23.0% |
| Admin fee / account holder | $645 | $16,155-96.0% | $13,212-95.1% | $11,409-94.3% |