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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 | $18,665 | $160,028-88.3% | $147,080-87.3% | $145,884-87.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 28.24% | 98.60%-70.4pp | 420.17%-391.9pp | 551.85%-523.6pp |
| Employer contribution / active EE | $785 | $5,286-85.2% | $4,933-84.1% | $4,662-83.2% |
| Participant deferral / active EE | $4,454 | $8,422-47.1% | $8,066-44.8% | $6,690-33.4% |
| Admin fee / account holder | $951 | $15,030-93.7% | $12,989-92.7% | $13,392-92.9% |