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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 | $56,809 | $175,231-67.6% | $149,696-62.1% | $139,466-59.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 20.98% | 166.77%-145.8pp | 134.46%-113.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $972 | $5,478-82.3% | $4,821-79.8% | $4,754-79.5% |
| Participant deferral / active EE | $6,253 | $6,521-4.1% | $5,682+10.0% | $6,712-6.8% |
| Admin fee / account holder | $606 | $16,155-96.3% | $13,212-95.4% | $11,409-94.7% |