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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 | $103,770 | $197,625-47.5% | $177,840-41.6% | $158,966-34.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 15.62% | 58.76%-43.1pp | 48.32%-32.7pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,135 | $6,698-83.1% | $5,919-80.8% | $4,762-76.2% |
| Participant deferral / active EE | $4,386 | $8,405-47.8% | $7,714-43.1% | $5,983-26.7% |
| Admin fee / account holder | $457 | $15,405-97.0% | $12,431-96.3% | $11,250-95.9% |