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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 | $119,099 | $160,028-25.6% | $147,080-19.0% | $145,884-18.4% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 12.13% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $943 | $5,286-82.2% | $4,933-80.9% | $4,662-79.8% |
| Participant deferral / active EE | $3,431 | $8,422-59.3% | $8,066-57.5% | $6,690-48.7% |
| Admin fee / account holder | $9,594 | $15,030-36.2% | $12,989-26.1% | $13,392-28.4% |