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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 | $51,723 | $209,422-75.3% | $178,503-71.0% | $158,982-67.5% |
| Participation rate | 38.5% | 86.4%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 17.43% | 188.81%-171.4pp | 151.12%-133.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $357 | $5,707-93.7% | $5,011-92.9% | $4,763-92.5% |
| Participant deferral / active EE | $3,263 | $5,955-45.2% | $5,202-37.3% | $5,983-45.5% |
| Admin fee / account holder | $540 | $17,079-96.8% | $13,987-96.1% | $11,252-95.2% |