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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 | $89,283 | $134,817-33.8% | $123,973-28.0% | $155,188-42.5% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.7%-31.7pp | 80.8%-35.8pp |
| Annual return | 11.91% | 515.49%-503.6pp | 388.13%-376.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $309 | $4,425-93.0% | $4,126-92.5% | $4,248-92.7% |
| Participant deferral / active EE | $2,218 | $5,706-61.1% | $5,247-57.7% | $6,531-66.0% |
| Admin fee / account holder | $6,758 | $13,245-49.0% | $11,799-42.7% | $14,480-53.3% |