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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 | $65,203 | $175,257-62.8% | $149,717-56.4% | $139,456-53.2% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 15.16% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.3pp |
| Employer contribution / active EE | $980 | $5,477-82.1% | $4,820-79.7% | $4,753-79.4% |
| Participant deferral / active EE | $2,291 | $6,521-64.9% | $5,682-59.7% | $6,711-65.9% |
| Admin fee / account holder | $4,222 | $16,156-73.9% | $13,213-68.0% | $11,407-63.0% |