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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 | $32,358 | $160,028-79.8% | $147,080-78.0% | $145,884-77.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 15.99% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $312 | $5,286-94.1% | $4,933-93.7% | $4,662-93.3% |
| Participant deferral / active EE | $4,519 | $8,422-46.3% | $8,066-44.0% | $6,690-32.4% |
| Admin fee / account holder | $8,149 | $15,030-45.8% | $12,989-37.3% | $13,392-39.2% |