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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 | $51,209 | $160,028-68.0% | $147,080-65.2% | $145,884-64.9% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 12.35% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $141 | $5,286-97.3% | $4,933-97.1% | $4,662-97.0% |
| Participant deferral / active EE | $3,444 | $8,422-59.1% | $8,066-57.3% | $6,690-48.5% |
| Admin fee / account holder | $1,361 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |