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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 | $128,732 | $166,131-22.5% | $164,975-22.0% | $145,877-11.8% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 10.08% | 100.37%-90.3pp | 70.12%-60.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $894 | $5,276-83.1% | $4,343-79.4% | $4,663-80.8% |
| Participant deferral / active EE | $5,770 | $6,962-17.1% | $6,033-4.4% | $6,691-13.8% |
| Admin fee / account holder | $10,822 | $16,648-35.0% | $12,688-14.7% | $13,402-19.3% |