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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 | $79,659 | $107,363-25.8% | $92,909-14.3% | $152,897-47.9% |
| Participation rate | 22.7% | 79.8%-57.1pp | 76.0%-53.3pp | 82.5%-59.7pp |
| Annual return | 17.51% | 145.63%-128.1pp | 109.44%-91.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $446 | $4,222-89.4% | $3,653-87.8% | $4,764-90.6% |
| Participant deferral / active EE | $1,359 | $4,848-72.0% | $4,238-67.9% | $5,851-76.8% |
| Admin fee / account holder | $6,855 | $7,082-3.2% | $5,795+18.3% | $11,599-40.9% |