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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 | $62,078 | $159,934-61.2% | $147,005-57.8% | $145,959-57.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 11.53% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $779 | $5,287-85.3% | $4,934-84.2% | $4,661-83.3% |
| Participant deferral / active EE | $3,245 | $8,427-61.5% | $8,070-59.8% | $6,689-51.5% |
| Admin fee / account holder | $4,375 | $15,053-70.9% | $13,006-66.4% | $13,398-67.3% |