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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 | $26,322 | $176,120-85.1% | $159,487-83.5% | $167,553-84.3% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 19.27% | 331.95%-312.7pp | 263.71%-244.4pp | 478.89%-459.6pp |
| Employer contribution / active EE | $662 | $5,299-87.5% | $4,831-86.3% | $4,840-86.3% |
| Participant deferral / active EE | $2,930 | $7,752-62.2% | $7,354-60.2% | $6,343-53.8% |
| Admin fee / account holder | $819 | $12,561-93.5% | $10,804-92.4% | $12,316-93.3% |