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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 | $101,890 | $129,737-21.5% | $119,126-14.5% | $154,746-34.2% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 20.51% | 379.08%-358.6pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $694 | $4,375-84.1% | $4,034-82.8% | $4,379-84.2% |
| Participant deferral / active EE | $4,856 | $5,842-16.9% | $5,318-8.7% | $6,730-27.8% |
| Admin fee / account holder | $329 | $11,961-97.2% | $10,693-96.9% | $14,365-97.7% |