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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 | $101,624 | $209,428-51.5% | $178,498-43.1% | $158,950-36.1% |
| Participation rate | 21.7% | 86.4%-64.6pp | 81.9%-60.2pp | 82.0%-60.2pp |
| Annual return | 33.41% | 188.78%-155.4pp | 151.09%-117.7pp | 302.91%-269.5pp |
| Employer contribution / active EE | $441 | $5,707-92.3% | $5,011-91.2% | $4,762-90.7% |
| Participant deferral / active EE | $2,396 | $5,955-59.8% | $5,202-53.9% | $5,983-59.9% |
| Admin fee / account holder | $2,400 | $17,077-85.9% | $13,985-82.8% | $11,248-78.7% |