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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 | $109,414 | $165,361-33.8% | $149,715-26.9% | $158,950-31.2% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 22.99% | 348.24%-325.2pp | 276.66%-253.7pp | 302.91%-279.9pp |
| Employer contribution / active EE | $815 | $5,103-84.0% | $4,645-82.5% | $4,762-82.9% |
| Participant deferral / active EE | $3,885 | $7,182-45.9% | $6,842-43.2% | $5,983-35.1% |
| Admin fee / account holder | $3,446 | $10,808-68.1% | $9,310-63.0% | $11,248-69.4% |