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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 | $74,297 | $134,817-44.9% | $123,973-40.1% | $155,188-52.1% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 19.13% | 515.49%-496.4pp | 388.13%-369.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $542 | $4,425-87.8% | $4,126-86.9% | $4,248-87.2% |
| Participant deferral / active EE | $5,207 | $5,706-8.7% | $5,247-0.8% | $6,531-20.3% |
| Admin fee / account holder | $554 | $13,245-95.8% | $11,799-95.3% | $14,480-96.2% |