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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 | $89,617 | $107,363-16.5% | $92,909-3.5% | $152,897-41.4% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 16.76% | 145.63%-128.9pp | 109.44%-92.7pp | 345.43%-328.7pp |
| Employer contribution / active EE | $552 | $4,222-86.9% | $3,653-84.9% | $4,764-88.4% |
| Participant deferral / active EE | $4,483 | $4,848-7.5% | $4,238+5.8% | $5,851-23.4% |
| Admin fee / account holder | $15,588 | $7,082+120.1% | $5,795+169.0% | $11,599+34.4% |