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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 | $74,621 | $183,539-59.3% | $155,556-52.0% | $145,897-48.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 14.37% | 61.31%-46.9pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $708 | $5,315-86.7% | $4,675-84.8% | $4,663-84.8% |
| Participant deferral / active EE | $10,508 | $6,467+62.5% | $5,631+86.6% | $6,689+57.1% |
| Admin fee / account holder | $904 | $19,275-95.3% | $15,885-94.3% | $13,390-93.3% |