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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 | $88,450 | $107,363-17.6% | $92,909-4.8% | $152,897-42.2% |
| Participation rate | 23.8% | 79.8%-56.0pp | 76.0%-52.2pp | 82.5%-58.6pp |
| Annual return | 17.93% | 145.63%-127.7pp | 109.44%-91.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $738 | $4,222-82.5% | $3,653-79.8% | $4,764-84.5% |
| Participant deferral / active EE | $1,945 | $4,848-59.9% | $4,238-54.1% | $5,851-66.8% |
| Admin fee / account holder | $16,625 | $7,082+134.8% | $5,795+186.9% | $11,599+43.3% |