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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 | $28,353 | $226,105-87.5% | $182,540-84.5% | $152,897-81.5% |
| Participation rate | 21.7% | 82.5%-60.7pp | 78.0%-56.2pp | 82.5%-60.7pp |
| Annual return | 19.30% | 192.58%-173.3pp | 148.58%-129.3pp | 345.43%-326.1pp |
| Employer contribution / active EE | $184 | $4,978-96.3% | $4,076-95.5% | $4,764-96.1% |
| Participant deferral / active EE | $1,208 | $6,370-81.0% | $5,525-78.1% | $5,851-79.4% |
| Admin fee / account holder | $422 | $10,706-96.1% | $8,593-95.1% | $11,599-96.4% |