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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 | $104,203 | $114,119-8.7% | $107,187-2.8% | $138,895-25.0% |
| Participation rate | 22.7% | 78.1%-55.3pp | 75.0%-52.3pp | 79.9%-57.2pp |
| Annual return | 19.14% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $601 | $4,059-85.2% | $3,782-84.1% | $4,194-85.7% |
| Participant deferral / active EE | $3,328 | $5,538-39.9% | $5,096-34.7% | $6,396-48.0% |
| Admin fee / account holder | $2,389 | $10,024-76.2% | $9,162-73.9% | $12,562-81.0% |