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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 | $30,270 | $175,257-82.7% | $149,717-79.8% | $139,456-78.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 13.53% | 166.70%-153.2pp | 134.41%-120.9pp | 373.45%-359.9pp |
| Employer contribution / active EE | $843 | $5,477-84.6% | $4,820-82.5% | $4,753-82.3% |
| Participant deferral / active EE | $3,193 | $6,521-51.0% | $5,682-43.8% | $6,711-52.4% |
| Admin fee / account holder | $1,800 | $16,156-88.9% | $13,213-86.4% | $11,407-84.2% |