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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 | $105,653 | $118,708-11.0% | $98,920+6.8% | $158,966-33.5% |
| Participation rate | 53.3% | 77.8%-24.5pp | 76.0%-22.7pp | 82.0%-28.6pp |
| Annual return | 18.64% | 372.49%-353.9pp | 196.47%-177.8pp | 302.95%-284.3pp |
| Employer contribution / active EE | $353 | $3,334-89.4% | $2,689-86.9% | $4,762-92.6% |
| Participant deferral / active EE | $2,426 | $5,089-52.3% | $4,245-42.9% | $5,983-59.5% |
| Admin fee / account holder | $7,440 | $10,134-26.6% | $6,643+12.0% | $11,250-33.9% |