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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 | $67,993 | $175,259-61.2% | $149,723-54.6% | $139,487-51.3% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 23.20% | 166.82%-143.6pp | 134.50%-111.3pp | 373.84%-350.6pp |
| Employer contribution / active EE | $790 | $5,478-85.6% | $4,821-83.6% | $4,755-83.4% |
| Participant deferral / active EE | $4,417 | $6,522-32.3% | $5,682-22.3% | $6,713-34.2% |
| Admin fee / account holder | $310 | $16,158-98.1% | $13,215-97.7% | $11,407-97.3% |