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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 | $67,044 | $159,978-58.1% | $147,041-54.4% | $145,978-54.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.41% | 98.36%-80.0pp | 419.21%-400.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $165 | $5,288-96.9% | $4,935-96.7% | $4,662-96.5% |
| Participant deferral / active EE | $3,597 | $8,429-57.3% | $8,071-55.4% | $6,690-46.2% |
| Admin fee / account holder | $1,740 | $15,053-88.4% | $13,006-86.6% | $13,400-87.0% |