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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 | $74,788 | $111,535-32.9% | $105,223-28.9% | $137,256-45.5% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 17.08% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $602 | $3,939-84.7% | $3,689-83.7% | $4,156-85.5% |
| Participant deferral / active EE | $5,504 | $5,500+0.1% | $5,072+8.5% | $6,407-14.1% |
| Admin fee / account holder | $1,819 | $9,721-81.3% | $8,859-79.5% | $12,270-85.2% |