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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 | $85,107 | $111,535-23.7% | $105,223-19.1% | $137,256-38.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 13.13% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $559 | $3,939-85.8% | $3,689-84.8% | $4,156-86.5% |
| Participant deferral / active EE | $2,948 | $5,500-46.4% | $5,072-41.9% | $6,407-54.0% |
| Admin fee / account holder | $11,273 | $9,721+16.0% | $8,859+27.3% | $12,270-8.1% |