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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 | $59,195 | $209,425-71.7% | $178,499-66.8% | $158,966-62.8% |
| Participation rate | 59.1% | 86.4%-27.3pp | 81.9%-22.8pp | 82.0%-22.9pp |
| Annual return | 12.69% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $317 | $5,707-94.5% | $5,011-93.7% | $4,762-93.4% |
| Participant deferral / active EE | $3,792 | $5,955-36.3% | $5,202-27.1% | $5,983-36.6% |
| Admin fee / account holder | $320 | $17,078-98.1% | $13,986-97.7% | $11,250-97.2% |