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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 | $79,285 | $160,028-50.5% | $147,080-46.1% | $145,884-45.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.80% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $671 | $5,286-87.3% | $4,933-86.4% | $4,662-85.6% |
| Participant deferral / active EE | $6,575 | $8,422-21.9% | $8,066-18.5% | $6,690-1.7% |
| Admin fee / account holder | $1,129 | $15,030-92.5% | $12,989-91.3% | $13,392-91.6% |