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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 | $85,729 | $90,691-5.5% | $76,119+12.6% | $145,884-41.2% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 17.85% | 624.52%-606.7pp | 361.25%-343.4pp | 551.85%-534.0pp |
| Employer contribution / active EE | $338 | $3,329-89.9% | $2,693-87.5% | $4,662-92.8% |
| Participant deferral / active EE | $2,655 | $5,167-48.6% | $4,259-37.7% | $6,690-60.3% |
| Admin fee / account holder | $1,475 | $8,383-82.4% | $6,421-77.0% | $13,392-89.0% |