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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 | $57,168 | $175,259-67.4% | $149,723-61.8% | $139,487-59.0% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 16.60% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.2pp |
| Employer contribution / active EE | $721 | $5,478-86.8% | $4,821-85.1% | $4,755-84.8% |
| Participant deferral / active EE | $2,190 | $6,522-66.4% | $5,682-61.5% | $6,713-67.4% |
| Admin fee / account holder | $1,964 | $16,158-87.8% | $13,215-85.1% | $11,407-82.8% |