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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 | $89,061 | $111,535-20.1% | $105,223-15.4% | $137,256-35.1% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 14.13% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $461 | $3,939-88.3% | $3,689-87.5% | $4,156-88.9% |
| Participant deferral / active EE | $1,920 | $5,500-65.1% | $5,072-62.1% | $6,407-70.0% |
| Admin fee / account holder | $1,218 | $9,721-87.5% | $8,859-86.3% | $12,270-90.1% |