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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 | $81,413 | $111,535-27.0% | $105,223-22.6% | $137,256-40.7% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 15.83% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $526 | $3,939-86.7% | $3,689-85.7% | $4,156-87.4% |
| Participant deferral / active EE | $5,701 | $5,500+3.7% | $5,072+12.4% | $6,407-11.0% |
| Admin fee / account holder | $3,643 | $9,721-62.5% | $8,859-58.9% | $12,270-70.3% |