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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 | $155,951 | $197,637-21.1% | $177,848-12.3% | $158,982-1.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 26.86% | 58.77%-31.9pp | 48.33%-21.5pp | 302.99%-276.1pp |
| Employer contribution / active EE | $711 | $6,698-89.4% | $5,919-88.0% | $4,763-85.1% |
| Participant deferral / active EE | $3,515 | $8,405-58.2% | $7,714-54.4% | $5,983-41.3% |
| Admin fee / account holder | $4,096 | $15,406-73.4% | $12,431-67.1% | $11,252-63.6% |