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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 | $105,882 | $202,342-47.7% | $172,752-38.7% | $152,897-30.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.21% | 1029.83%-1008.6pp | 802.97%-781.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $626 | $5,858-89.3% | $5,144-87.8% | $4,764-86.9% |
| Participant deferral / active EE | $4,612 | $5,948-22.5% | $5,198-11.3% | $5,851-21.2% |
| Admin fee / account holder | $626 | $17,111-96.3% | $13,955-95.5% | $11,599-94.6% |