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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 | $70,213 | $198,462-64.6% | $170,439-58.8% | $147,585-52.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 21.18% | 257.30%-236.1pp | 205.94%-184.8pp | 578.58%-557.4pp |
| Employer contribution / active EE | $589 | $6,184-90.5% | $5,433-89.2% | $4,876-87.9% |
| Participant deferral / active EE | $3,125 | $5,629-44.5% | $4,939-36.7% | $5,439-42.5% |
| Admin fee / account holder | $1,432 | $16,852-91.5% | $13,881-89.7% | $10,886-86.8% |