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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 | $128,983 | $160,070-19.4% | $147,117-12.3% | $145,897-11.6% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.2%-46.9pp | 80.3%-45.0pp |
| Annual return | 12.90% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $962 | $5,285-81.8% | $4,932-80.5% | $4,663-79.4% |
| Participant deferral / active EE | $3,670 | $8,419-56.4% | $8,065-54.5% | $6,689-45.1% |
| Admin fee / account holder | $1,388 | $15,035-90.8% | $12,993-89.3% | $13,390-89.6% |