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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 | $75,487 | $111,814-32.5% | $93,654-19.4% | $145,959-48.3% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 14.43% | 203.30%-188.9pp | 133.34%-118.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $527 | $3,092-83.0% | $2,421-78.2% | $4,661-88.7% |
| Participant deferral / active EE | $1,611 | $4,914-67.2% | $4,413-63.5% | $6,689-75.9% |
| Admin fee / account holder | $4,330 | $10,246-57.7% | $8,282-47.7% | $13,398-67.7% |