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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 | $65,286 | $172,111-62.1% | $150,298-56.6% | $137,256-52.4% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 289.23% | 69.37%+219.9pp | 62.79%+226.4pp | 220.34%+68.9pp |
| Employer contribution / active EE | $693 | $4,636-85.0% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $4,140 | $6,166-32.9% | $5,453-24.1% | $6,407-35.4% |
| Admin fee / account holder | $348 | $16,471-97.9% | $14,116-97.5% | $12,270-97.2% |