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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 | $89,039 | $115,814-23.1% | $101,275-12.1% | $158,982-44.0% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 15.58% | 56.16%-40.6pp | 46.48%-30.9pp | 302.99%-287.4pp |
| Employer contribution / active EE | $605 | $4,176-85.5% | $3,660-83.5% | $4,763-87.3% |
| Participant deferral / active EE | $3,264 | $4,958-34.2% | $4,371-25.3% | $5,983-45.4% |
| Admin fee / account holder | $2,912 | $7,249-59.8% | $5,948-51.0% | $11,252-74.1% |