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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 | $23,677 | $159,934-85.2% | $147,005-83.9% | $145,959-83.8% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 13.85% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $848 | $5,287-84.0% | $4,934-82.8% | $4,661-81.8% |
| Participant deferral / active EE | $2,898 | $8,427-65.6% | $8,070-64.1% | $6,689-56.7% |
| Admin fee / account holder | $6,242 | $15,053-58.5% | $13,006-52.0% | $13,398-53.4% |