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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 | $54,024 | $175,257-69.2% | $149,717-63.9% | $139,456-61.3% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 14.07% | 166.70%-152.6pp | 134.41%-120.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $118 | $5,477-97.9% | $4,820-97.6% | $4,753-97.5% |
| Participant deferral / active EE | $3,814 | $6,521-41.5% | $5,682-32.9% | $6,711-43.2% |
| Admin fee / account holder | $1,535 | $16,156-90.5% | $13,213-88.4% | $11,407-86.5% |