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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 | $95,274 | $160,040-40.5% | $147,096-35.2% | $145,877-34.7% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 13.37% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $974 | $5,289-81.6% | $4,936-80.3% | $4,663-79.1% |
| Participant deferral / active EE | $9,067 | $8,429+7.6% | $8,071+12.3% | $6,691+35.5% |
| Admin fee / account holder | $8,061 | $15,050-46.4% | $13,005-38.0% | $13,402-39.9% |