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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 | $65,173 | $175,257-62.8% | $149,717-56.5% | $139,456-53.3% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 18.82% | 166.70%-147.9pp | 134.41%-115.6pp | 373.45%-354.6pp |
| Employer contribution / active EE | $654 | $5,477-88.1% | $4,820-86.4% | $4,753-86.2% |
| Participant deferral / active EE | $4,638 | $6,521-28.9% | $5,682-18.4% | $6,711-30.9% |
| Admin fee / account holder | $1,827 | $16,156-88.7% | $13,213-86.2% | $11,407-84.0% |