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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 | $46,894 | $159,978-70.7% | $147,041-68.1% | $145,978-67.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 40.76% | 98.36%-57.6pp | 419.21%-378.4pp | 550.52%-509.8pp |
| Employer contribution / active EE | $716 | $5,288-86.5% | $4,935-85.5% | $4,662-84.7% |
| Participant deferral / active EE | $8,177 | $8,429-3.0% | $8,071+1.3% | $6,690+22.2% |
| Admin fee / account holder | $937 | $15,053-93.8% | $13,006-92.8% | $13,400-93.0% |