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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 | $96,315 | $159,934-39.8% | $147,005-34.5% | $145,959-34.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.82% | 98.24%-78.4pp | 418.76%-398.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $662 | $5,287-87.5% | $4,934-86.6% | $4,661-85.8% |
| Participant deferral / active EE | $14,553 | $8,427+72.7% | $8,070+80.3% | $6,689+117.6% |
| Admin fee / account holder | $613 | $15,053-95.9% | $13,006-95.3% | $13,398-95.4% |