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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 | $73,244 | $148,623-50.7% | $135,974-46.1% | $139,466-47.5% |
| Participation rate | 29.2% | 83.9%-54.7pp | 81.9%-52.8pp | 80.3%-51.2pp |
| Annual return | 24.91% | 79.30%-54.4pp | 68.30%-43.4pp | 373.66%-348.8pp |
| Employer contribution / active EE | $460 | $5,246-91.2% | $4,859-90.5% | $4,754-90.3% |
| Participant deferral / active EE | $3,224 | $8,103-60.2% | $7,760-58.5% | $6,712-52.0% |
| Admin fee / account holder | $318 | $12,406-97.4% | $10,767-97.0% | $11,409-97.2% |