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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 | $108,223 | $115,796-6.5% | $101,264+6.9% | $158,950-31.9% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 14.54% | 56.15%-41.6pp | 46.48%-31.9pp | 302.91%-288.4pp |
| Employer contribution / active EE | $437 | $4,175-89.5% | $3,660-88.0% | $4,762-90.8% |
| Participant deferral / active EE | $4,366 | $4,958-11.9% | $4,370-0.1% | $5,983-27.0% |
| Admin fee / account holder | $1,228 | $7,247-83.1% | $5,947-79.3% | $11,248-89.1% |