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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 | $84,456 | $111,535-24.3% | $105,223-19.7% | $137,256-38.5% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 13.99% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $486 | $3,939-87.7% | $3,689-86.8% | $4,156-88.3% |
| Participant deferral / active EE | $2,602 | $5,500-52.7% | $5,072-48.7% | $6,407-59.4% |
| Admin fee / account holder | $1,565 | $9,721-83.9% | $8,859-82.3% | $12,270-87.2% |