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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 | $29,666 | $160,070-81.5% | $147,117-79.8% | $145,897-79.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 10.33% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $936 | $5,285-82.3% | $4,932-81.0% | $4,663-79.9% |
| Participant deferral / active EE | $4,715 | $8,419-44.0% | $8,065-41.5% | $6,689-29.5% |
| Admin fee / account holder | $2,300 | $15,035-84.7% | $12,993-82.3% | $13,390-82.8% |