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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 | $112,543 | $139,948-19.6% | $121,663-7.5% | $154,746-27.3% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 16.78% | 230.52%-213.7pp | 147.54%-130.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $364 | $3,521-89.7% | $3,020-88.0% | $4,379-91.7% |
| Participant deferral / active EE | $2,657 | $5,629-52.8% | $4,887-45.6% | $6,730-60.5% |
| Admin fee / account holder | $2,461 | $17,321-85.8% | $14,289-82.8% | $14,365-82.9% |