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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 | $61,999 | $165,381-62.5% | $149,730-58.6% | $158,966-61.0% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 28.66% | 348.29%-319.6pp | 276.70%-248.0pp | 302.95%-274.3pp |
| Employer contribution / active EE | $213 | $5,104-95.8% | $4,645-95.4% | $4,762-95.5% |
| Participant deferral / active EE | $7,879 | $7,182+9.7% | $6,843+15.1% | $5,983+31.7% |
| Admin fee / account holder | $549 | $10,809-94.9% | $9,310-94.1% | $11,250-95.1% |