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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 | $39,795 | $175,257-77.3% | $149,717-73.4% | $139,456-71.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.23% | 166.70%-149.5pp | 134.41%-117.2pp | 373.45%-356.2pp |
| Employer contribution / active EE | $887 | $5,477-83.8% | $4,820-81.6% | $4,753-81.3% |
| Participant deferral / active EE | $2,501 | $6,521-61.6% | $5,682-56.0% | $6,711-62.7% |
| Admin fee / account holder | $396 | $16,156-97.5% | $13,213-97.0% | $11,407-96.5% |