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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 | $65,620 | $148,623-55.8% | $135,974-51.7% | $139,466-52.9% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.3pp | 80.3%-63.7pp |
| Annual return | 16.92% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $794 | $5,246-84.9% | $4,859-83.7% | $4,754-83.3% |
| Participant deferral / active EE | $3,858 | $8,103-52.4% | $7,760-50.3% | $6,712-42.5% |
| Admin fee / account holder | $19,488 | $12,406+57.1% | $10,767+81.0% | $11,409+70.8% |