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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 | $129,737-34.4% | $119,126-28.6% | $154,746-45.0% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 13.13% | 379.08%-366.0pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $559 | $4,375-87.2% | $4,034-86.1% | $4,379-87.2% |
| Participant deferral / active EE | $2,948 | $5,842-49.5% | $5,318-44.6% | $6,730-56.2% |
| Admin fee / account holder | $11,273 | $11,961-5.7% | $10,693+5.4% | $14,365-21.5% |