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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 | $62,405 | $54,558+14.4% | $76,051-17.9% | $74,400-16.1% |
| Participation rate | 30.9% | 60.3%-29.4pp | 69.1%-38.1pp | 67.2%-36.3pp |
| Annual return | 11.18% | 31.83%-20.7pp | 360.42%-349.2pp | 1367.51%-1356.3pp |
| Employer contribution / active EE | $216 | $1,778-87.8% | $2,690-92.0% | $2,624-91.8% |
| Participant deferral / active EE | $1,338 | $3,065-56.4% | $4,257-68.6% | $4,348-69.2% |
| Admin fee / account holder | $1,057 | $2,232-52.6% | $6,416-83.5% | $1,944-45.6% |