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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 | $91,618 | $160,070-42.8% | $147,117-37.7% | $145,897-37.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 13.38% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $779 | $5,285-85.3% | $4,932-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $4,632 | $8,419-45.0% | $8,065-42.6% | $6,689-30.8% |
| Admin fee / account holder | $553 | $15,035-96.3% | $12,993-95.7% | $13,390-95.9% |