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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 | $67,269 | $196,972-65.8% | $182,262-63.1% | $198,609-66.1% |
| Participation rate | 55.0% | 85.7%-30.7pp | 84.2%-29.2pp | 82.4%-27.4pp |
| Annual return | 15.81% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $915 | $5,364-82.9% | $5,046-81.9% | $5,055-81.9% |
| Participant deferral / active EE | $4,275 | $8,643-50.5% | $8,276-48.3% | $6,977-38.7% |
| Admin fee / account holder | $3,689 | $18,429-80.0% | $16,712-77.9% | $19,030-80.6% |