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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 | $81,190 | $129,737-37.4% | $119,126-31.8% | $154,746-47.5% |
| Participation rate | 58.8% | 78.9%-20.0pp | 75.8%-16.9pp | 80.7%-21.9pp |
| Annual return | 21.91% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $556 | $4,375-87.3% | $4,034-86.2% | $4,379-87.3% |
| Participant deferral / active EE | $3,161 | $5,842-45.9% | $5,318-40.6% | $6,730-53.0% |
| Admin fee / account holder | $1,294 | $11,961-89.2% | $10,693-87.9% | $14,365-91.0% |