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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 | $103,152 | $159,934-35.5% | $147,005-29.8% | $145,959-29.3% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 12.85% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $380 | $5,287-92.8% | $4,934-92.3% | $4,661-91.8% |
| Participant deferral / active EE | $4,952 | $8,427-41.2% | $8,070-38.6% | $6,689-26.0% |
| Admin fee / account holder | $496 | $15,053-96.7% | $13,006-96.2% | $13,398-96.3% |