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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 | $104,777 | $202,345-48.2% | $172,755-39.3% | $152,885-31.5% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.5%-52.5pp |
| Annual return | 25.80% | 1029.77%-1004.0pp | 802.94%-777.1pp | 345.39%-319.6pp |
| Employer contribution / active EE | $898 | $5,858-84.7% | $5,144-82.5% | $4,763-81.1% |
| Participant deferral / active EE | $2,662 | $5,948-55.2% | $5,198-48.8% | $5,851-54.5% |
| Admin fee / account holder | $1,046 | $17,111-93.9% | $13,955-92.5% | $11,598-91.0% |