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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 | $17,629 | $160,028-89.0% | $147,080-88.0% | $145,884-87.9% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 10.36% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $918 | $5,286-82.6% | $4,933-81.4% | $4,662-80.3% |
| Participant deferral / active EE | $3,432 | $8,422-59.2% | $8,066-57.4% | $6,690-48.7% |
| Admin fee / account holder | $489 | $15,030-96.7% | $12,989-96.2% | $13,392-96.3% |