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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 | $50,596 | $175,257-71.1% | $149,717-66.2% | $139,456-63.7% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 18.84% | 166.70%-147.9pp | 134.41%-115.6pp | 373.45%-354.6pp |
| Employer contribution / active EE | $822 | $5,477-85.0% | $4,820-83.0% | $4,753-82.7% |
| Participant deferral / active EE | $3,860 | $6,521-40.8% | $5,682-32.1% | $6,711-42.5% |
| Admin fee / account holder | $1,692 | $16,156-89.5% | $13,213-87.2% | $11,407-85.2% |