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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 | $71,103 | $175,231-59.4% | $149,696-52.5% | $139,466-49.0% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.6pp |
| Annual return | 19.52% | 166.77%-147.3pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $291 | $5,478-94.7% | $4,821-94.0% | $4,754-93.9% |
| Participant deferral / active EE | $3,841 | $6,521-41.1% | $5,682-32.4% | $6,712-42.8% |
| Admin fee / account holder | $559 | $16,155-96.5% | $13,212-95.8% | $11,409-95.1% |