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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 | $98,130 | $183,539-46.5% | $155,556-36.9% | $145,897-32.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 19.26% | 61.31%-42.0pp | 64.84%-45.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,002 | $5,315-81.2% | $4,675-78.6% | $4,663-78.5% |
| Participant deferral / active EE | $3,661 | $6,467-43.4% | $5,631-35.0% | $6,689-45.3% |
| Admin fee / account holder | $411 | $19,275-97.9% | $15,885-97.4% | $13,390-96.9% |