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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 | $25,046 | $160,070-84.4% | $147,117-83.0% | $145,897-82.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 16.86% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $290 | $5,285-94.5% | $4,932-94.1% | $4,663-93.8% |
| Participant deferral / active EE | $3,131 | $8,419-62.8% | $8,065-61.2% | $6,689-53.2% |
| Admin fee / account holder | $6,249 | $15,035-58.4% | $12,993-51.9% | $13,390-53.3% |