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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 | $85,911 | $175,259-51.0% | $149,723-42.6% | $139,487-38.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.98% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,000 | $6,522+206.7% | $5,682+252.0% | $6,713+197.9% |
| Admin fee / account holder | $407 | $16,158-97.5% | $13,215-96.9% | $11,407-96.4% |