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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 | $25,928 | $160,040-83.8% | $147,096-82.4% | $145,877-82.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.15% | 98.49%-81.3pp | 419.75%-402.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $902 | $5,289-82.9% | $4,936-81.7% | $4,663-80.7% |
| Participant deferral / active EE | $5,157 | $8,429-38.8% | $8,071-36.1% | $6,691-22.9% |
| Admin fee / account holder | $373 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |