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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 | $108,926 | $183,592-40.7% | $155,574-30.0% | $145,877-25.3% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 11.06% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,021 | $5,317-80.8% | $4,676-78.2% | $4,663-78.1% |
| Participant deferral / active EE | $4,772 | $6,466-26.2% | $5,629-15.2% | $6,691-28.7% |
| Admin fee / account holder | $840 | $19,316-95.7% | $15,914-94.7% | $13,402-93.7% |