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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 | $106,410 | $132,634-19.8% | $115,768-8.1% | $137,256-22.5% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 14.99% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $457 | $3,360-86.4% | $2,940-84.5% | $4,156-89.0% |
| Participant deferral / active EE | $3,423 | $5,619-39.1% | $4,917-30.4% | $6,407-46.6% |
| Admin fee / account holder | $2,965 | $15,028-80.3% | $12,439-76.2% | $12,270-75.8% |