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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 | $127,242 | $160,028-20.5% | $147,080-13.5% | $145,884-12.8% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 18.29% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.6pp |
| Employer contribution / active EE | $615 | $5,286-88.4% | $4,933-87.5% | $4,662-86.8% |
| Participant deferral / active EE | $6,100 | $8,422-27.6% | $8,066-24.4% | $6,690-8.8% |
| Admin fee / account holder | $30,995 | $15,030+106.2% | $12,989+138.6% | $13,392+131.4% |