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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 | $62,253 | $176,077-64.6% | $159,455-61.0% | $167,518-62.8% |
| Participation rate | 17.6% | 84.9%-67.3pp | 82.8%-65.2pp | 82.1%-64.5pp |
| Annual return | 13.05% | 331.83%-318.8pp | 263.63%-250.6pp | 478.71%-465.7pp |
| Employer contribution / active EE | $861 | $5,298-83.7% | $4,830-82.2% | $4,838-82.2% |
| Participant deferral / active EE | $2,643 | $7,751-65.9% | $7,353-64.1% | $6,342-58.3% |
| Admin fee / account holder | $6,697 | $12,556-46.7% | $10,800-38.0% | $12,312-45.6% |