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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 | $111,943 | $176,786-36.7% | $146,643-23.7% | $167,536-33.2% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 18.40% | 24.04%-5.6pp | 22.75%-4.3pp | 478.82%-460.4pp |
| Employer contribution / active EE | $520 | $5,161-89.9% | $4,137-87.4% | $4,839-89.3% |
| Participant deferral / active EE | $2,817 | $6,440-56.3% | $5,506-48.8% | $6,342-55.6% |
| Admin fee / account holder | $1,109 | $13,262-91.6% | $10,280-89.2% | $12,315-91.0% |