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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 | $33,171 | $159,978-79.3% | $147,041-77.4% | $145,978-77.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.55% | 98.36%-83.8pp | 419.21%-404.7pp | 550.52%-536.0pp |
| Employer contribution / active EE | $689 | $5,288-87.0% | $4,935-86.0% | $4,662-85.2% |
| Participant deferral / active EE | $5,369 | $8,429-36.3% | $8,071-33.5% | $6,690-19.7% |
| Admin fee / account holder | $12,923 | $15,053-14.2% | $13,006-0.6% | $13,400-3.6% |