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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 | $61,414 | $217,432-71.8% | $185,849-67.0% | $167,536-63.3% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 8.96% | 148.42%-139.5pp | 122.10%-113.1pp | 478.82%-469.9pp |
| Employer contribution / active EE | $918 | $5,875-84.4% | $5,169-82.2% | $4,839-81.0% |
| Participant deferral / active EE | $3,516 | $6,357-44.7% | $5,569-36.9% | $6,342-44.6% |
| Admin fee / account holder | $12,209 | $19,818-38.4% | $16,244-24.8% | $12,315-0.9% |