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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 | $90,648 | $148,623-39.0% | $135,974-33.3% | $139,466-35.0% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 14.24% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $942 | $5,246-82.0% | $4,859-80.6% | $4,754-80.2% |
| Participant deferral / active EE | $6,427 | $8,103-20.7% | $7,760-17.2% | $6,712-4.2% |
| Admin fee / account holder | $1,579 | $12,406-87.3% | $10,767-85.3% | $11,409-86.2% |