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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 | $95,209 | $175,231-45.7% | $149,696-36.4% | $139,466-31.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 14.87% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $784 | $5,478-85.7% | $4,821-83.7% | $4,754-83.5% |
| Participant deferral / active EE | $2,963 | $6,521-54.6% | $5,682-47.9% | $6,712-55.9% |
| Admin fee / account holder | $381 | $16,155-97.6% | $13,212-97.1% | $11,409-96.7% |