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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 | $64,589 | $159,978-59.6% | $147,041-56.1% | $145,978-55.8% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 86.59% | 98.36%-11.8pp | 419.21%-332.6pp | 550.52%-463.9pp |
| Employer contribution / active EE | $996 | $5,288-81.2% | $4,935-79.8% | $4,662-78.6% |
| Participant deferral / active EE | $6,735 | $8,429-20.1% | $8,071-16.6% | $6,690+0.7% |
| Admin fee / account holder | $617 | $15,053-95.9% | $13,006-95.3% | $13,400-95.4% |