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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 | $48,179 | $209,428-77.0% | $178,498-73.0% | $158,950-69.7% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 23.95% | 188.78%-164.8pp | 151.09%-127.1pp | 302.91%-279.0pp |
| Employer contribution / active EE | $727 | $5,707-87.3% | $5,011-85.5% | $4,762-84.7% |
| Participant deferral / active EE | $3,091 | $5,955-48.1% | $5,202-40.6% | $5,983-48.3% |
| Admin fee / account holder | $817 | $17,077-95.2% | $13,985-94.2% | $11,248-92.7% |