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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 | $76,200 | $175,259-56.5% | $149,723-49.1% | $139,487-45.4% |
| Participation rate | 8.7% | 83.4%-74.7pp | 78.8%-70.1pp | 80.3%-71.6pp |
| Annual return | 26.75% | 166.82%-140.1pp | 134.50%-107.7pp | 373.84%-347.1pp |
| Employer contribution / active EE | $272 | $5,478-95.0% | $4,821-94.4% | $4,755-94.3% |
| Participant deferral / active EE | $1,957 | $6,522-70.0% | $5,682-65.6% | $6,713-70.9% |
| Admin fee / account holder | $1,394 | $16,158-91.4% | $13,215-89.5% | $11,407-87.8% |