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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 | $106,272 | $152,612-30.4% | $125,192-15.1% | $152,897-30.5% |
| Participation rate | 40.9% | 83.3%-42.4pp | 79.8%-38.9pp | 82.5%-41.5pp |
| Annual return | 19.66% | 54.85%-35.2pp | 43.79%-24.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $735 | $4,947-85.1% | $3,866-81.0% | $4,764-84.6% |
| Participant deferral / active EE | $2,697 | $5,868-54.0% | $4,937-45.4% | $5,851-53.9% |
| Admin fee / account holder | $9,845 | $13,437-26.7% | $9,704+1.5% | $11,599-15.1% |