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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 | $90,454 | $157,296-42.5% | $141,191-35.9% | $152,897-40.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.90% | 64.34%-39.4pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $533 | $5,262-89.9% | $4,736-88.8% | $4,764-88.8% |
| Participant deferral / active EE | $3,595 | $7,111-49.4% | $6,710-46.4% | $5,851-38.6% |
| Admin fee / account holder | $1,987 | $12,125-83.6% | $10,264-80.6% | $11,599-82.9% |