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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 | $66,890 | $217,432-69.2% | $185,851-64.0% | $167,553-60.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.64% | 148.43%-131.8pp | 122.11%-105.5pp | 478.89%-462.3pp |
| Employer contribution / active EE | $964 | $5,874-83.6% | $5,168-81.4% | $4,840-80.1% |
| Participant deferral / active EE | $4,378 | $6,357-31.1% | $5,569-21.4% | $6,343-31.0% |
| Admin fee / account holder | $1,074 | $19,820-94.6% | $16,245-93.4% | $12,316-91.3% |