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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 | $71,670 | $180,749-60.3% | $160,784-55.4% | $137,256-47.8% |
| Participation rate | 38.9% | 80.0%-41.1pp | 77.0%-38.1pp | 80.0%-41.1pp |
| Annual return | 13.20% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $143 | $4,155-96.6% | $3,733-96.2% | $4,156-96.6% |
| Participant deferral / active EE | $1,425 | $6,844-79.2% | $6,293-77.4% | $6,407-77.8% |
| Admin fee / account holder | $5,358 | $10,397-48.5% | $9,717-44.9% | $12,270-56.3% |