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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 | $84,249 | $160,070-47.4% | $147,117-42.7% | $145,897-42.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.28% | 98.69%-82.4pp | 420.54%-404.3pp | 552.29%-536.0pp |
| Employer contribution / active EE | $796 | $5,285-84.9% | $4,932-83.9% | $4,663-82.9% |
| Participant deferral / active EE | $3,067 | $8,419-63.6% | $8,065-62.0% | $6,689-54.1% |
| Admin fee / account holder | $2,566 | $15,035-82.9% | $12,993-80.2% | $13,390-80.8% |