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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 | $89,707 | $175,259-48.8% | $149,723-40.1% | $139,487-35.7% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.1pp |
| Annual return | 12.95% | 166.82%-153.9pp | 134.50%-121.5pp | 373.84%-360.9pp |
| Employer contribution / active EE | $625 | $5,478-88.6% | $4,821-87.0% | $4,755-86.8% |
| Participant deferral / active EE | $2,967 | $6,522-54.5% | $5,682-47.8% | $6,713-55.8% |
| Admin fee / account holder | $4,141 | $16,158-74.4% | $13,215-68.7% | $11,407-63.7% |