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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 | $28,230 | $175,259-83.9% | $149,723-81.1% | $139,487-79.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 22.09% | 166.82%-144.7pp | 134.50%-112.4pp | 373.84%-351.7pp |
| Employer contribution / active EE | $795 | $5,478-85.5% | $4,821-83.5% | $4,755-83.3% |
| Participant deferral / active EE | $5,303 | $6,522-18.7% | $5,682-6.7% | $6,713-21.0% |
| Admin fee / account holder | $3,309 | $16,158-79.5% | $13,215-75.0% | $11,407-71.0% |