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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 | $89,427 | $227,399-60.7% | $189,758-52.9% | $198,609-55.0% |
| Participation rate | 63.2% | 84.0%-20.8pp | 79.8%-16.6pp | 82.4%-19.2pp |
| Annual return | 16.95% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,048 | $5,526-81.0% | $4,767-78.0% | $5,055-79.3% |
| Participant deferral / active EE | $3,985 | $6,837-41.7% | $5,856-32.0% | $6,977-42.9% |
| Admin fee / account holder | $4,211 | $25,162-83.3% | $20,388-79.3% | $19,030-77.9% |