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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 | $105,790 | $183,539-42.4% | $155,556-32.0% | $145,897-27.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.59% | 61.31%-43.7pp | 64.84%-47.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $864 | $5,315-83.8% | $4,675-81.5% | $4,663-81.5% |
| Participant deferral / active EE | $10,795 | $6,467+66.9% | $5,631+91.7% | $6,689+61.4% |
| Admin fee / account holder | $400 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |