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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 | $91,415 | $202,440-54.8% | $169,390-46.0% | $139,466-34.5% |
| Participation rate | 55.6% | 81.1%-25.6pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 12.96% | 532.36%-519.4pp | 406.07%-393.1pp | 373.66%-360.7pp |
| Employer contribution / active EE | $540 | $4,693-88.5% | $4,013-86.5% | $4,754-88.6% |
| Participant deferral / active EE | $2,152 | $6,940-69.0% | $6,222-65.4% | $6,712-67.9% |
| Admin fee / account holder | $3,512 | $10,722-67.2% | $9,015-61.0% | $11,409-69.2% |