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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 | $108,372 | $129,737-16.5% | $119,126-9.0% | $154,746-30.0% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 20.22% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $439 | $4,375-90.0% | $4,034-89.1% | $4,379-90.0% |
| Participant deferral / active EE | $3,006 | $5,842-48.5% | $5,318-43.5% | $6,730-55.3% |
| Admin fee / account holder | $5,318 | $11,961-55.5% | $10,693-50.3% | $14,365-63.0% |