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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 | $88,071 | $166,131-47.0% | $164,975-46.6% | $145,877-39.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 23.20% | 100.37%-77.2pp | 70.12%-46.9pp | 551.28%-528.1pp |
| Employer contribution / active EE | $456 | $5,276-91.3% | $4,343-89.5% | $4,663-90.2% |
| Participant deferral / active EE | $3,909 | $6,962-43.8% | $6,033-35.2% | $6,691-41.6% |
| Admin fee / account holder | $3,762 | $16,648-77.4% | $12,688-70.3% | $13,402-71.9% |