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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 | $216,321 | $124,351+74.0% | $109,188+98.1% | $167,553+29.1% |
| Participation rate | 26.3% | 79.4%-53.1pp | 75.9%-49.6pp | 82.1%-55.8pp |
| Annual return | 10.69% | 26.04%-15.4pp | 25.76%-15.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $671 | $4,210-84.1% | $3,723-82.0% | $4,840-86.1% |
| Participant deferral / active EE | $2,489 | $5,257-52.6% | $4,654-46.5% | $6,343-60.8% |
| Admin fee / account holder | $1,095 | $7,975-86.3% | $6,755-83.8% | $12,316-91.1% |