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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 | $81,465 | $209,422-61.1% | $178,503-54.4% | $158,982-48.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.34% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $787 | $5,707-86.2% | $5,011-84.3% | $4,763-83.5% |
| Participant deferral / active EE | $2,898 | $5,955-51.3% | $5,202-44.3% | $5,983-51.6% |
| Admin fee / account holder | $614 | $17,079-96.4% | $13,987-95.6% | $11,252-94.5% |