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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 | $54,789 | $81,696-32.9% | $70,494-22.3% | $158,982-65.5% |
| Participation rate | 68.4% | 77.7%-9.3pp | 75.1%-6.6pp | 82.0%-13.5pp |
| Annual return | 14.89% | 208.70%-193.8pp | 109.16%-94.3pp | 302.99%-288.1pp |
| Employer contribution / active EE | $277 | $3,220-91.4% | $2,738-89.9% | $4,763-94.2% |
| Participant deferral / active EE | $2,613 | $4,558-42.7% | $3,711-29.6% | $5,983-56.3% |
| Admin fee / account holder | $1,273 | $6,200-79.5% | $3,848-66.9% | $11,252-88.7% |