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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 | $36,159 | $175,231-79.4% | $149,696-75.8% | $139,466-74.1% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 17.00% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $660 | $5,478-87.9% | $4,821-86.3% | $4,754-86.1% |
| Participant deferral / active EE | $2,145 | $6,521-67.1% | $5,682-62.2% | $6,712-68.0% |
| Admin fee / account holder | $1,111 | $16,155-93.1% | $13,212-91.6% | $11,409-90.3% |