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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 | $58,900 | $166,242-64.6% | $165,071-64.3% | $145,884-59.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 29.35% | 100.44%-71.1pp | 70.17%-40.8pp | 551.85%-522.5pp |
| Employer contribution / active EE | $737 | $5,283-86.1% | $4,347-83.1% | $4,662-84.2% |
| Participant deferral / active EE | $4,198 | $6,964-39.7% | $6,035-30.4% | $6,690-37.3% |
| Admin fee / account holder | $1,269 | $16,658-92.4% | $12,695-90.0% | $13,392-90.5% |