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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 | $37,945 | $111,787-66.1% | $93,681-59.5% | $145,978-74.0% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 16.85% | 203.52%-186.7pp | 133.47%-116.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $459 | $3,093-85.2% | $2,422-81.0% | $4,662-90.2% |
| Participant deferral / active EE | $9,142 | $4,918+85.9% | $4,415+107.1% | $6,690+36.7% |
| Admin fee / account holder | $2,965 | $10,256-71.1% | $8,290-64.2% | $13,400-77.9% |