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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 | $89,066 | $160,070-44.4% | $147,117-39.5% | $145,897-39.0% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 16.11% | 98.69%-82.6pp | 420.54%-404.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $942 | $5,285-82.2% | $4,932-80.9% | $4,663-79.8% |
| Participant deferral / active EE | $6,761 | $8,419-19.7% | $8,065-16.2% | $6,689+1.1% |
| Admin fee / account holder | $600 | $15,035-96.0% | $12,993-95.4% | $13,390-95.5% |