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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 | $52,581 | $209,422-74.9% | $178,503-70.5% | $158,982-66.9% |
| Participation rate | 26.3% | 86.4%-60.0pp | 81.9%-55.6pp | 82.0%-55.7pp |
| Annual return | 25.52% | 188.81%-163.3pp | 151.12%-125.6pp | 302.99%-277.5pp |
| Employer contribution / active EE | $825 | $5,707-85.6% | $5,011-83.5% | $4,763-82.7% |
| Participant deferral / active EE | $2,395 | $5,955-59.8% | $5,202-54.0% | $5,983-60.0% |
| Admin fee / account holder | $1,396 | $17,079-91.8% | $13,987-90.0% | $11,252-87.6% |