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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 | $37,395 | $209,422-82.1% | $178,503-79.1% | $158,982-76.5% |
| Participation rate | 22.2% | 86.4%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 10.30% | 188.81%-178.5pp | 151.12%-140.8pp | 302.99%-292.7pp |
| Employer contribution / active EE | $572 | $5,707-90.0% | $5,011-88.6% | $4,763-88.0% |
| Participant deferral / active EE | $2,992 | $5,955-49.8% | $5,202-42.5% | $5,983-50.0% |
| Admin fee / account holder | $496 | $17,079-97.1% | $13,987-96.5% | $11,252-95.6% |