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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 | $55,096 | $175,259-68.6% | $149,723-63.2% | $139,487-60.5% |
| Participation rate | 38.9% | 83.4%-44.5pp | 78.8%-39.9pp | 80.3%-41.4pp |
| Annual return | 13.65% | 166.82%-153.2pp | 134.50%-120.9pp | 373.84%-360.2pp |
| Employer contribution / active EE | $945 | $5,478-82.7% | $4,821-80.4% | $4,755-80.1% |
| Participant deferral / active EE | $2,164 | $6,522-66.8% | $5,682-61.9% | $6,713-67.8% |
| Admin fee / account holder | $1,991 | $16,158-87.7% | $13,215-84.9% | $11,407-82.5% |