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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 | $71,269 | $134,817-47.1% | $123,973-42.5% | $155,188-54.1% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.7%-35.0pp | 80.8%-39.1pp |
| Annual return | 16.54% | 515.49%-498.9pp | 388.13%-371.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $607 | $4,425-86.3% | $4,126-85.3% | $4,248-85.7% |
| Participant deferral / active EE | $2,559 | $5,706-55.2% | $5,247-51.2% | $6,531-60.8% |
| Admin fee / account holder | $586 | $13,245-95.6% | $11,799-95.0% | $14,480-96.0% |