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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 | $85,739 | $125,184-31.5% | $105,607-18.8% | $145,884-41.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.03% | 225.00%-207.0pp | 116.11%-98.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $255 | $3,720-93.1% | $3,167-92.0% | $4,662-94.5% |
| Participant deferral / active EE | $3,376 | $5,714-40.9% | $5,011-32.6% | $6,690-49.5% |
| Admin fee / account holder | $432 | $17,133-97.5% | $10,958-96.1% | $13,392-96.8% |