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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 | $97,563 | $70,366+38.7% | $66,674+46.3% | $138,895-29.8% |
| Participation rate | 21.1% | 76.2%-55.1pp | 73.7%-52.6pp | 79.9%-58.9pp |
| Annual return | 17.16% | 386.41%-369.2pp | 321.24%-304.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $253 | $2,765-90.9% | $2,620-90.4% | $4,194-94.0% |
| Participant deferral / active EE | $632 | $4,374-85.6% | $4,084-84.5% | $6,396-90.1% |
| Admin fee / account holder | $357 | $5,262-93.2% | $5,098-93.0% | $12,562-97.2% |