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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 | $111,879 | $129,737-13.8% | $119,126-6.1% | $154,746-27.7% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 15.62% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $947 | $4,375-78.4% | $4,034-76.5% | $4,379-78.4% |
| Participant deferral / active EE | $1,913 | $5,842-67.3% | $5,318-64.0% | $6,730-71.6% |
| Admin fee / account holder | $12,920 | $11,961+8.0% | $10,693+20.8% | $14,365-10.1% |