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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 | $16,587 | $148,623-88.8% | $135,974-87.8% | $139,466-88.1% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 18.46% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $936 | $5,246-82.2% | $4,859-80.7% | $4,754-80.3% |
| Participant deferral / active EE | $2,512 | $8,103-69.0% | $7,760-67.6% | $6,712-62.6% |
| Admin fee / account holder | $1,239 | $12,406-90.0% | $10,767-88.5% | $11,409-89.1% |