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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 | $160,040-35.5% | $147,096-29.9% | $145,877-29.3% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 12.85% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $380 | $5,289-92.8% | $4,936-92.3% | $4,663-91.8% |
| Participant deferral / active EE | $4,952 | $8,429-41.2% | $8,071-38.6% | $6,691-26.0% |
| Admin fee / account holder | $496 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |