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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 | $95,441 | $165,361-42.3% | $149,715-36.3% | $158,950-40.0% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 13.16% | 348.24%-335.1pp | 276.66%-263.5pp | 302.91%-289.7pp |
| Employer contribution / active EE | $645 | $5,103-87.4% | $4,645-86.1% | $4,762-86.5% |
| Participant deferral / active EE | $4,300 | $7,182-40.1% | $6,842-37.2% | $5,983-28.1% |
| Admin fee / account holder | $545 | $10,808-95.0% | $9,310-94.1% | $11,248-95.2% |