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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 | $20,249 | $175,231-88.4% | $149,696-86.5% | $139,466-85.5% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 18.24% | 166.77%-148.5pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $601 | $5,478-89.0% | $4,821-87.5% | $4,754-87.4% |
| Participant deferral / active EE | $1,949 | $6,521-70.1% | $5,682-65.7% | $6,712-71.0% |
| Admin fee / account holder | $3,428 | $16,155-78.8% | $13,212-74.1% | $11,409-70.0% |