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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 | $88,765 | $148,582-40.3% | $135,942-34.7% | $139,456-36.3% |
| Participation rate | 34.8% | 83.9%-49.1pp | 81.9%-47.1pp | 80.3%-45.5pp |
| Annual return | 20.39% | 79.26%-58.9pp | 68.28%-47.9pp | 373.45%-353.1pp |
| Employer contribution / active EE | $551 | $5,245-89.5% | $4,858-88.7% | $4,753-88.4% |
| Participant deferral / active EE | $5,560 | $8,101-31.4% | $7,759-28.3% | $6,711-17.1% |
| Admin fee / account holder | $1,115 | $12,402-91.0% | $10,764-89.6% | $11,407-90.2% |