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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 | $35,474 | $209,422-83.1% | $178,503-80.1% | $158,982-77.7% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 10.87% | 188.81%-177.9pp | 151.12%-140.2pp | 302.99%-292.1pp |
| Employer contribution / active EE | $878 | $5,707-84.6% | $5,011-82.5% | $4,763-81.6% |
| Participant deferral / active EE | $2,235 | $5,955-62.5% | $5,202-57.0% | $5,983-62.6% |
| Admin fee / account holder | $15,747 | $17,079-7.8% | $13,987+12.6% | $11,252+40.0% |