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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 | $90,506 | $107,368-15.7% | $92,915-2.6% | $152,909-40.8% |
| Participation rate | 55.0% | 79.8%-24.8pp | 76.0%-21.0pp | 82.5%-27.5pp |
| Annual return | 25.97% | 145.64%-119.7pp | 109.45%-83.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $736 | $4,222-82.6% | $3,653-79.9% | $4,764-84.5% |
| Participant deferral / active EE | $2,258 | $4,848-53.4% | $4,238-46.7% | $5,851-61.4% |
| Admin fee / account holder | $5,940 | $7,082-16.1% | $5,796+2.5% | $11,601-48.8% |