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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 | $89,494 | $144,130-37.9% | $117,861-24.1% | $147,586-39.4% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 13.31% | 531.20%-517.9pp | 335.11%-321.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $375 | $4,897-92.3% | $3,786-90.1% | $4,876-92.3% |
| Participant deferral / active EE | $3,110 | $5,316-41.5% | $4,482-30.6% | $5,439-42.8% |
| Admin fee / account holder | $1,556 | $10,887-85.7% | $8,021-80.6% | $10,886-85.7% |