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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 | $70,930 | $160,070-55.7% | $147,117-51.8% | $145,897-51.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.03% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $784 | $5,285-85.2% | $4,932-84.1% | $4,663-83.2% |
| Participant deferral / active EE | $7,879 | $8,419-6.4% | $8,065-2.3% | $6,689+17.8% |
| Admin fee / account holder | $13,373 | $15,035-11.1% | $12,993+2.9% | $13,390-0.1% |