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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 | $72,322 | $159,978-54.8% | $147,041-50.8% | $145,978-50.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.74% | 98.36%-85.6pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $239 | $5,288-95.5% | $4,935-95.2% | $4,662-94.9% |
| Participant deferral / active EE | $6,782 | $8,429-19.5% | $8,071-16.0% | $6,690+1.4% |
| Admin fee / account holder | $602 | $15,053-96.0% | $13,006-95.4% | $13,400-95.5% |