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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 | $99,484 | $162,812-38.9% | $133,971-25.7% | $158,966-37.4% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 7.93% | 41.94%-34.0pp | 45.09%-37.2pp | 302.95%-295.0pp |
| Employer contribution / active EE | $691 | $4,976-86.1% | $3,919-82.4% | $4,762-85.5% |
| Participant deferral / active EE | $2,977 | $5,910-49.6% | $5,047-41.0% | $5,983-50.2% |
| Admin fee / account holder | $20,522 | $11,741+74.8% | $8,929+129.8% | $11,250+82.4% |