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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 | $110,984 | $183,539-39.5% | $155,556-28.7% | $145,897-23.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.27% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $782 | $5,315-85.3% | $4,675-83.3% | $4,663-83.2% |
| Participant deferral / active EE | $9,719 | $6,467+50.3% | $5,631+72.6% | $6,689+45.3% |
| Admin fee / account holder | $1,019 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |