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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 | $76,921 | $175,259-56.1% | $149,723-48.6% | $139,487-44.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.00% | 166.82%-146.8pp | 134.50%-114.5pp | 373.84%-353.8pp |
| Employer contribution / active EE | $348 | $5,478-93.6% | $4,821-92.8% | $4,755-92.7% |
| Participant deferral / active EE | $3,859 | $6,522-40.8% | $5,682-32.1% | $6,713-42.5% |
| Admin fee / account holder | $559 | $16,158-96.5% | $13,215-95.8% | $11,407-95.1% |