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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 | $134,817-22.7% | $123,973-15.9% | $155,188-32.9% |
| Participation rate | 22.7% | 79.4%-56.7pp | 76.7%-53.9pp | 80.8%-58.1pp |
| Annual return | 19.14% | 515.49%-496.4pp | 388.13%-369.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $601 | $4,425-86.4% | $4,126-85.4% | $4,248-85.8% |
| Participant deferral / active EE | $3,328 | $5,706-41.7% | $5,247-36.6% | $6,531-49.0% |
| Admin fee / account holder | $2,389 | $13,245-82.0% | $11,799-79.8% | $14,480-83.5% |