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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 | $95,685 | $165,381-42.1% | $149,730-36.1% | $158,966-39.8% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 9.71% | 348.29%-338.6pp | 276.70%-267.0pp | 302.95%-293.2pp |
| Employer contribution / active EE | $131 | $5,104-97.4% | $4,645-97.2% | $4,762-97.2% |
| Participant deferral / active EE | $2,787 | $7,182-61.2% | $6,843-59.3% | $5,983-53.4% |
| Admin fee / account holder | $20,520 | $10,809+89.8% | $9,310+120.4% | $11,250+82.4% |