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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 | $37,485 | $160,040-76.6% | $147,096-74.5% | $145,877-74.3% |
| Participation rate | 22.7% | 84.0%-61.3pp | 82.2%-59.5pp | 80.3%-57.6pp |
| Annual return | 18.94% | 98.49%-79.6pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $648 | $5,289-87.7% | $4,936-86.9% | $4,663-86.1% |
| Participant deferral / active EE | $4,721 | $8,429-44.0% | $8,071-41.5% | $6,691-29.4% |
| Admin fee / account holder | $4,289 | $15,050-71.5% | $13,005-67.0% | $13,402-68.0% |