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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 | $50,385 | $175,231-71.2% | $149,696-66.3% | $139,466-63.9% |
| Participation rate | 59.1% | 83.4%-24.3pp | 78.8%-19.7pp | 80.3%-21.2pp |
| Annual return | 14.24% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $777 | $5,478-85.8% | $4,821-83.9% | $4,754-83.6% |
| Participant deferral / active EE | $2,250 | $6,521-65.5% | $5,682-60.4% | $6,712-66.5% |
| Admin fee / account holder | $595 | $16,155-96.3% | $13,212-95.5% | $11,409-94.8% |