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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 | $55,870 | $159,978-65.1% | $147,041-62.0% | $145,978-61.7% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-59.9pp | 80.3%-58.1pp |
| Annual return | 24.41% | 98.36%-73.9pp | 419.21%-394.8pp | 550.52%-526.1pp |
| Employer contribution / active EE | $640 | $5,288-87.9% | $4,935-87.0% | $4,662-86.3% |
| Participant deferral / active EE | $2,753 | $8,429-67.3% | $8,071-65.9% | $6,690-58.8% |
| Admin fee / account holder | $1,628 | $15,053-89.2% | $13,006-87.5% | $13,400-87.8% |