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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 | $79,383 | $183,539-56.7% | $155,556-49.0% | $145,897-45.6% |
| Participation rate | 34.8% | 82.7%-47.9pp | 78.2%-43.4pp | 80.3%-45.5pp |
| Annual return | 11.10% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $898 | $5,315-83.1% | $4,675-80.8% | $4,663-80.7% |
| Participant deferral / active EE | $2,422 | $6,467-62.5% | $5,631-57.0% | $6,689-63.8% |
| Admin fee / account holder | $3,810 | $19,275-80.2% | $15,885-76.0% | $13,390-71.5% |