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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 | $67,704 | $217,432-68.9% | $185,849-63.6% | $167,536-59.6% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 18.97% | 148.42%-129.5pp | 122.10%-103.1pp | 478.82%-459.9pp |
| Employer contribution / active EE | $958 | $5,875-83.7% | $5,169-81.5% | $4,839-80.2% |
| Participant deferral / active EE | $3,030 | $6,357-52.3% | $5,569-45.6% | $6,342-52.2% |
| Admin fee / account holder | $6,247 | $19,818-68.5% | $16,244-61.5% | $12,315-49.3% |