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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 | $40,302 | $160,028-74.8% | $147,080-72.6% | $145,884-72.4% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 11.77% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $163 | $5,286-96.9% | $4,933-96.7% | $4,662-96.5% |
| Participant deferral / active EE | $4,783 | $8,422-43.2% | $8,066-40.7% | $6,690-28.5% |
| Admin fee / account holder | $6,822 | $15,030-54.6% | $12,989-47.5% | $13,392-49.1% |