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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 | $28,593 | $166,268-82.8% | $165,100-82.7% | $145,897-80.4% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.6%-32.5pp | 80.3%-34.2pp |
| Annual return | 14.90% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $473 | $5,284-91.0% | $4,348-89.1% | $4,663-89.9% |
| Participant deferral / active EE | $4,007 | $6,964-42.5% | $6,035-33.6% | $6,689-40.1% |
| Admin fee / account holder | $338 | $16,659-98.0% | $12,696-97.3% | $13,390-97.5% |