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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 | $94,493 | $202,460-53.3% | $169,385-44.2% | $139,456-32.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 11.59% | 532.07%-520.5pp | 405.82%-394.2pp | 373.45%-361.9pp |
| Employer contribution / active EE | $300 | $4,691-93.6% | $4,012-92.5% | $4,753-93.7% |
| Participant deferral / active EE | $7,125 | $6,938+2.7% | $6,221+14.5% | $6,711+6.2% |
| Admin fee / account holder | $5,020 | $10,719-53.2% | $9,011-44.3% | $11,407-56.0% |