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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 | $79,911 | $202,342-60.5% | $172,752-53.7% | $152,897-47.7% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 17.06% | 1029.83%-1012.8pp | 802.97%-785.9pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,139 | $5,858-80.6% | $5,144-77.9% | $4,764-76.1% |
| Participant deferral / active EE | $3,140 | $5,948-47.2% | $5,198-39.6% | $5,851-46.3% |
| Admin fee / account holder | $1,690 | $17,111-90.1% | $13,955-87.9% | $11,599-85.4% |