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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 | $64,229 | $175,231-63.3% | $149,696-57.1% | $139,466-53.9% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 20.98% | 166.77%-145.8pp | 134.46%-113.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $817 | $5,478-85.1% | $4,821-83.0% | $4,754-82.8% |
| Participant deferral / active EE | $4,317 | $6,521-33.8% | $5,682-24.0% | $6,712-35.7% |
| Admin fee / account holder | $1,051 | $16,155-93.5% | $13,212-92.0% | $11,409-90.8% |