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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 | $69,931 | $175,257-60.1% | $149,717-53.3% | $139,456-49.9% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 16.71% | 166.70%-150.0pp | 134.41%-117.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $508 | $5,477-90.7% | $4,820-89.5% | $4,753-89.3% |
| Participant deferral / active EE | $5,331 | $6,521-18.3% | $5,682-6.2% | $6,711-20.6% |
| Admin fee / account holder | $1,258 | $16,156-92.2% | $13,213-90.5% | $11,407-89.0% |