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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 | $111,866 | $152,619-26.7% | $125,195-10.6% | $152,909-26.8% |
| Participation rate | 40.9% | 83.3%-42.4pp | 79.8%-38.9pp | 82.5%-41.5pp |
| Annual return | 25.67% | 54.85%-29.2pp | 43.79%-18.1pp | 345.46%-319.8pp |
| Employer contribution / active EE | $761 | $4,947-84.6% | $3,866-80.3% | $4,764-84.0% |
| Participant deferral / active EE | $1,832 | $5,869-68.8% | $4,937-62.9% | $5,851-68.7% |
| Admin fee / account holder | $2,097 | $13,437-84.4% | $9,704-78.4% | $11,601-81.9% |