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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 | $76,366 | $175,231-56.4% | $149,696-49.0% | $139,466-45.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 17.58% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $957 | $5,478-82.5% | $4,821-80.2% | $4,754-79.9% |
| Participant deferral / active EE | $6,428 | $6,521-1.4% | $5,682+13.1% | $6,712-4.2% |
| Admin fee / account holder | $770 | $16,155-95.2% | $13,212-94.2% | $11,409-93.2% |