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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 | $76,426 | $209,425-63.5% | $178,499-57.2% | $158,966-51.9% |
| Participation rate | 38.5% | 86.4%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 29.37% | 188.80%-159.4pp | 151.10%-121.7pp | 302.95%-273.6pp |
| Employer contribution / active EE | $907 | $5,707-84.1% | $5,011-81.9% | $4,762-81.0% |
| Participant deferral / active EE | $2,193 | $5,955-63.2% | $5,202-57.8% | $5,983-63.3% |
| Admin fee / account holder | $843 | $17,078-95.1% | $13,986-94.0% | $11,250-92.5% |