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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 | $65,731 | $175,231-62.5% | $149,696-56.1% | $139,466-52.9% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.1pp |
| Annual return | 22.94% | 166.77%-143.8pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $881 | $5,478-83.9% | $4,821-81.7% | $4,754-81.5% |
| Participant deferral / active EE | $3,305 | $6,521-49.3% | $5,682-41.8% | $6,712-50.8% |
| Admin fee / account holder | $702 | $16,155-95.7% | $13,212-94.7% | $11,409-93.8% |