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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 | $111,003 | $183,516-39.5% | $155,534-28.6% | $145,884-23.9% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 11.86% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $485 | $5,315-90.9% | $4,675-89.6% | $4,662-89.6% |
| Participant deferral / active EE | $5,286 | $6,467-18.3% | $5,630-6.1% | $6,690-21.0% |
| Admin fee / account holder | $1,316 | $19,293-93.2% | $15,900-91.7% | $13,392-90.2% |