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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 | $109,489 | $183,539-40.3% | $155,556-29.6% | $145,897-25.0% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 13.01% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $394 | $5,315-92.6% | $4,675-91.6% | $4,663-91.5% |
| Participant deferral / active EE | $3,254 | $6,467-49.7% | $5,631-42.2% | $6,689-51.4% |
| Admin fee / account holder | $15,415 | $19,275-20.0% | $15,885-3.0% | $13,390+15.1% |