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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 | $39,055 | $198,457-80.3% | $170,435-77.1% | $147,586-73.5% |
| Participation rate | 54.2% | 88.0%-33.8pp | 83.6%-29.4pp | 82.8%-28.7pp |
| Annual return | 12.26% | 257.30%-245.0pp | 205.94%-193.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $431 | $6,183-93.0% | $5,432-92.1% | $4,876-91.2% |
| Participant deferral / active EE | $2,300 | $5,629-59.1% | $4,939-53.4% | $5,439-57.7% |
| Admin fee / account holder | $3,778 | $16,852-77.6% | $13,881-72.8% | $10,886-65.3% |