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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 | $29,723 | $183,539-83.8% | $155,556-80.9% | $145,897-79.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.18% | 61.31%-47.1pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $250 | $5,315-95.3% | $4,675-94.6% | $4,663-94.6% |
| Participant deferral / active EE | $1,914 | $6,467-70.4% | $5,631-66.0% | $6,689-71.4% |
| Admin fee / account holder | $1,064 | $19,275-94.5% | $15,885-93.3% | $13,390-92.1% |