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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 | $84,394 | $174,379-51.6% | $152,093-44.5% | $138,895-39.2% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 31.81% | 74.86%-43.0pp | 66.36%-34.5pp | 145.39%-113.6pp |
| Employer contribution / active EE | $853 | $4,652-81.7% | $4,175-79.6% | $4,194-79.7% |
| Participant deferral / active EE | $2,985 | $6,159-51.5% | $5,451-45.2% | $6,396-53.3% |
| Admin fee / account holder | $28,900 | $16,880+71.2% | $14,497+99.4% | $12,562+130.1% |