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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 | $69,999 | $209,422-66.6% | $178,503-60.8% | $158,982-56.0% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 8.85% | 188.81%-180.0pp | 151.12%-142.3pp | 302.99%-294.1pp |
| Employer contribution / active EE | $686 | $5,707-88.0% | $5,011-86.3% | $4,763-85.6% |
| Participant deferral / active EE | $2,778 | $5,955-53.4% | $5,202-46.6% | $5,983-53.6% |
| Admin fee / account holder | $1,732 | $17,079-89.9% | $13,987-87.6% | $11,252-84.6% |