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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 | $83,846 | $180,459-53.5% | $154,108-45.6% | $135,380-38.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 10.03% | 888.21%-878.2pp | 735.21%-725.2pp | 519.81%-509.8pp |
| Employer contribution / active EE | $713 | $6,035-88.2% | $5,298-86.5% | $4,779-85.1% |
| Participant deferral / active EE | $3,574 | $5,806-38.4% | $5,081-29.6% | $5,609-36.3% |
| Admin fee / account holder | $5,657 | $16,145-65.0% | $13,411-57.8% | $10,828-47.8% |