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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 | $135,391 | $202,463-33.1% | $169,397-20.1% | $139,487-2.9% |
| Participation rate | 38.5% | 81.1%-42.7pp | 77.2%-38.7pp | 80.3%-41.9pp |
| Annual return | 18.65% | 532.64%-514.0pp | 406.23%-387.6pp | 373.84%-355.2pp |
| Employer contribution / active EE | $352 | $4,694-92.5% | $4,013-91.2% | $4,755-92.6% |
| Participant deferral / active EE | $1,916 | $6,941-72.4% | $6,223-69.2% | $6,713-71.5% |
| Admin fee / account holder | $5,704 | $10,726-46.8% | $9,017-36.7% | $11,407-50.0% |