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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 | $98,860 | $175,259-43.6% | $149,723-34.0% | $139,487-29.1% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 14.07% | 166.82%-152.8pp | 134.50%-120.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $678 | $5,478-87.6% | $4,821-85.9% | $4,755-85.7% |
| Participant deferral / active EE | $3,925 | $6,522-39.8% | $5,682-30.9% | $6,713-41.5% |
| Admin fee / account holder | $4,046 | $16,158-75.0% | $13,215-69.4% | $11,407-64.5% |