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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 | $104,498 | $159,978-34.7% | $147,041-28.9% | $145,978-28.4% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 10.03% | 98.36%-88.3pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $612 | $5,288-88.4% | $4,935-87.6% | $4,662-86.9% |
| Participant deferral / active EE | $3,058 | $8,429-63.7% | $8,071-62.1% | $6,690-54.3% |
| Admin fee / account holder | $410 | $15,053-97.3% | $13,006-96.8% | $13,400-96.9% |