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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 | $105,554 | $166,131-36.5% | $164,975-36.0% | $145,877-27.6% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 9.60% | 100.37%-90.8pp | 70.12%-60.5pp | 551.28%-541.7pp |
| Employer contribution / active EE | $425 | $5,276-91.9% | $4,343-90.2% | $4,663-90.9% |
| Participant deferral / active EE | $2,615 | $6,962-62.4% | $6,033-56.7% | $6,691-60.9% |
| Admin fee / account holder | $2,831 | $16,648-83.0% | $12,688-77.7% | $13,402-78.9% |