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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 | $118,437 | $196,972-39.9% | $182,262-35.0% | $198,609-40.4% |
| Participation rate | 40.0% | 85.7%-45.7pp | 84.2%-44.2pp | 82.4%-42.4pp |
| Annual return | 16.90% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,089 | $5,364-79.7% | $5,046-78.4% | $5,055-78.5% |
| Participant deferral / active EE | $12,400 | $8,643+43.5% | $8,276+49.8% | $6,977+77.7% |
| Admin fee / account holder | $1,446 | $18,429-92.2% | $16,712-91.3% | $19,030-92.4% |