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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 | $93,294 | $168,635-44.7% | $147,617-36.8% | $125,389-25.6% |
| Participation rate | 45.0% | 88.8%-43.8pp | 84.6%-39.6pp | 83.2%-38.2pp |
| Annual return | 1.55% | 77.65%-76.1pp | 61.98%-60.4pp | 282.24%-280.7pp |
| Employer contribution / active EE | $864 | $6,252-86.2% | $5,564-84.5% | $4,866-82.2% |
| Participant deferral / active EE | $1,833 | $5,507-66.7% | $4,895-62.6% | $5,352-65.8% |
| Admin fee / account holder | $14,703 | $13,580+8.3% | $11,612+26.6% | $9,541+54.1% |