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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 | $62,603 | $175,231-64.3% | $149,696-58.2% | $139,466-55.1% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.1pp |
| Annual return | 11.51% | 166.77%-155.3pp | 134.46%-122.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $256 | $5,478-95.3% | $4,821-94.7% | $4,754-94.6% |
| Participant deferral / active EE | $5,534 | $6,521-15.1% | $5,682-2.6% | $6,712-17.5% |
| Admin fee / account holder | $723 | $16,155-95.5% | $13,212-94.5% | $11,409-93.7% |