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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 | $63,801 | $202,345-68.5% | $172,755-63.1% | $152,885-58.3% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 24.44% | 1029.77%-1005.3pp | 802.94%-778.5pp | 345.39%-321.0pp |
| Employer contribution / active EE | $917 | $5,858-84.3% | $5,144-82.2% | $4,763-80.7% |
| Participant deferral / active EE | $2,563 | $5,948-56.9% | $5,198-50.7% | $5,851-56.2% |
| Admin fee / account holder | $1,070 | $17,111-93.7% | $13,955-92.3% | $11,598-90.8% |