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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 | $99,847 | $142,354-29.9% | $125,529-20.5% | $155,188-35.7% |
| Participation rate | 47.6% | 78.1%-30.4pp | 74.7%-27.1pp | 80.8%-33.2pp |
| Annual return | 19.81% | 306.06%-286.2pp | 202.56%-182.7pp | 148.84%-129.0pp |
| Employer contribution / active EE | $561 | $3,501-84.0% | $3,058-81.6% | $4,248-86.8% |
| Participant deferral / active EE | $1,886 | $5,491-65.7% | $4,813-60.8% | $6,531-71.1% |
| Admin fee / account holder | $8,683 | $19,392-55.2% | $16,298-46.7% | $14,480-40.0% |