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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 | $31,785 | $160,070-80.1% | $147,117-78.4% | $145,897-78.2% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 14.29% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $788 | $5,285-85.1% | $4,932-84.0% | $4,663-83.1% |
| Participant deferral / active EE | $3,150 | $8,419-62.6% | $8,065-60.9% | $6,689-52.9% |
| Admin fee / account holder | $331 | $15,035-97.8% | $12,993-97.5% | $13,390-97.5% |