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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 | $70,516 | $160,070-55.9% | $147,117-52.1% | $145,897-51.7% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 11.00% | 98.69%-87.7pp | 420.54%-409.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $794 | $5,285-85.0% | $4,932-83.9% | $4,663-83.0% |
| Participant deferral / active EE | $3,172 | $8,419-62.3% | $8,065-60.7% | $6,689-52.6% |
| Admin fee / account holder | $2,951 | $15,035-80.4% | $12,993-77.3% | $13,390-78.0% |