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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 | $30,366 | $88,778-65.8% | $81,844-62.9% | $145,884-79.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 17.76% | 1033.03%-1015.3pp | 778.87%-761.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $279 | $3,087-91.0% | $2,916-90.4% | $4,662-94.0% |
| Participant deferral / active EE | $2,303 | $4,648-50.5% | $4,323-46.7% | $6,690-65.6% |
| Admin fee / account holder | $623 | $8,430-92.6% | $7,355-91.5% | $13,392-95.3% |