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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 | $78,178 | $202,460-61.4% | $169,385-53.8% | $139,456-43.9% |
| Participation rate | 38.1% | 81.1%-43.0pp | 77.2%-39.1pp | 80.3%-42.2pp |
| Annual return | 23.23% | 532.07%-508.8pp | 405.82%-382.6pp | 373.45%-350.2pp |
| Employer contribution / active EE | $565 | $4,691-88.0% | $4,012-85.9% | $4,753-88.1% |
| Participant deferral / active EE | $2,548 | $6,938-63.3% | $6,221-59.0% | $6,711-62.0% |
| Admin fee / account holder | $656 | $10,719-93.9% | $9,011-92.7% | $11,407-94.2% |