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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 | $111,878-32.5% | $93,727-19.5% | $145,897-48.3% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.0pp | 80.3%-63.6pp |
| Annual return | 14.43% | 204.28%-189.8pp | 133.83%-119.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $527 | $3,092-83.0% | $2,421-78.2% | $4,663-88.7% |
| Participant deferral / active EE | $1,611 | $4,920-67.3% | $4,417-63.5% | $6,689-75.9% |
| Admin fee / account holder | $4,330 | $10,256-57.8% | $8,292-47.8% | $13,390-67.7% |