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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 | $36,682 | $138,114-73.4% | $125,391-70.7% | $134,545-72.7% |
| Participation rate | 43.5% | 84.5%-41.0pp | 82.4%-38.9pp | 81.2%-37.8pp |
| Annual return | 11.66% | 750.88%-739.2pp | 572.41%-560.8pp | 418.37%-406.7pp |
| Employer contribution / active EE | $176 | $5,246-96.6% | $4,816-96.3% | $4,742-96.3% |
| Participant deferral / active EE | $2,850 | $7,801-63.5% | $7,448-61.7% | $6,401-55.5% |
| Admin fee / account holder | $2,067 | $11,570-82.1% | $10,009-79.3% | $11,431-81.9% |