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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 | $57,701 | $209,422-72.4% | $178,503-67.7% | $158,982-63.7% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 16.13% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.9pp |
| Employer contribution / active EE | $816 | $5,707-85.7% | $5,011-83.7% | $4,763-82.9% |
| Participant deferral / active EE | $2,518 | $5,955-57.7% | $5,202-51.6% | $5,983-57.9% |
| Admin fee / account holder | $1,347 | $17,079-92.1% | $13,987-90.4% | $11,252-88.0% |