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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 | $90,010 | $175,257-48.6% | $149,717-39.9% | $139,456-35.5% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 53.68% | 166.70%-113.0pp | 134.41%-80.7pp | 373.45%-319.8pp |
| Employer contribution / active EE | $624 | $5,477-88.6% | $4,820-87.1% | $4,753-86.9% |
| Participant deferral / active EE | $3,522 | $6,521-46.0% | $5,682-38.0% | $6,711-47.5% |
| Admin fee / account holder | $626 | $16,156-96.1% | $13,213-95.3% | $11,407-94.5% |