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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 | $74,876 | $209,428-64.2% | $178,498-58.1% | $158,950-52.9% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 30.70% | 188.78%-158.1pp | 151.09%-120.4pp | 302.91%-272.2pp |
| Employer contribution / active EE | $222 | $5,707-96.1% | $5,011-95.6% | $4,762-95.3% |
| Participant deferral / active EE | $2,730 | $5,955-54.1% | $5,202-47.5% | $5,983-54.4% |
| Admin fee / account holder | $16,569 | $17,077-3.0% | $13,985+18.5% | $11,248+47.3% |