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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 | $31,513 | $107,368-70.7% | $92,915-66.1% | $152,909-79.4% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 35.21% | 145.64%-110.4pp | 109.45%-74.2pp | 345.46%-310.3pp |
| Employer contribution / active EE | $695 | $4,222-83.5% | $3,653-81.0% | $4,764-85.4% |
| Participant deferral / active EE | $1,967 | $4,848-59.4% | $4,238-53.6% | $5,851-66.4% |
| Admin fee / account holder | $34,696 | $7,082+389.9% | $5,796+498.7% | $11,601+199.1% |