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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 | $32,444 | $209,888-84.5% | $189,545-82.9% | $167,553-80.6% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 18.68% | 748.66%-730.0pp | 555.36%-536.7pp | 478.89%-460.2pp |
| Employer contribution / active EE | $897 | $6,915-87.0% | $6,162-85.4% | $4,840-81.5% |
| Participant deferral / active EE | $5,412 | $8,934-39.4% | $8,220-34.2% | $6,343-14.7% |
| Admin fee / account holder | $2,813 | $14,300-80.3% | $12,049-76.7% | $12,316-77.2% |