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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 | $93,953 | $175,231-46.4% | $149,696-37.2% | $139,466-32.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.64% | 166.77%-150.1pp | 134.46%-117.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $723 | $5,478-86.8% | $4,821-85.0% | $4,754-84.8% |
| Participant deferral / active EE | $6,250 | $6,521-4.2% | $5,682+10.0% | $6,712-6.9% |
| Admin fee / account holder | $1,275 | $16,155-92.1% | $13,212-90.3% | $11,409-88.8% |