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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 | $62,617 | $175,231-64.3% | $149,696-58.2% | $139,466-55.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 11.59% | 166.77%-155.2pp | 134.46%-122.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $872 | $5,478-84.1% | $4,821-81.9% | $4,754-81.7% |
| Participant deferral / active EE | $4,670 | $6,521-28.4% | $5,682-17.8% | $6,712-30.4% |
| Admin fee / account holder | $1,388 | $16,155-91.4% | $13,212-89.5% | $11,409-87.8% |