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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 | $113,199 | $144,130-21.5% | $117,861-4.0% | $147,586-23.3% |
| Participation rate | 61.9% | 83.4%-21.5pp | 79.7%-17.8pp | 82.8%-20.9pp |
| Annual return | 16.04% | 531.20%-515.2pp | 335.11%-319.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $679 | $4,897-86.1% | $3,786-82.1% | $4,876-86.1% |
| Participant deferral / active EE | $2,713 | $5,316-49.0% | $4,482-39.5% | $5,439-50.1% |
| Admin fee / account holder | $314 | $10,887-97.1% | $8,021-96.1% | $10,886-97.1% |