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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 | $73,418 | $159,978-54.1% | $147,041-50.1% | $145,978-49.7% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 10.86% | 98.36%-87.5pp | 419.21%-408.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $161 | $5,288-97.0% | $4,935-96.7% | $4,662-96.6% |
| Participant deferral / active EE | $4,885 | $8,429-42.0% | $8,071-39.5% | $6,690-27.0% |
| Admin fee / account holder | $1,896 | $15,053-87.4% | $13,006-85.4% | $13,400-85.9% |