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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 | $110,588 | $148,623-25.6% | $135,974-18.7% | $139,466-20.7% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 20.30% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $991 | $5,246-81.1% | $4,859-79.6% | $4,754-79.2% |
| Participant deferral / active EE | $3,068 | $8,103-62.1% | $7,760-60.5% | $6,712-54.3% |
| Admin fee / account holder | $3,418 | $12,406-72.5% | $10,767-68.3% | $11,409-70.0% |