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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 | $42,016 | $209,422-79.9% | $178,503-76.5% | $158,982-73.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 6.97% | 188.81%-181.8pp | 151.12%-144.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | $198 | $5,707-96.5% | $5,011-96.1% | $4,763-95.9% |
| Participant deferral / active EE | $3,555 | $5,955-40.3% | $5,202-31.7% | $5,983-40.6% |
| Admin fee / account holder | $1,375 | $17,079-91.9% | $13,987-90.2% | $11,252-87.8% |