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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 | $90,289 | $115,796-22.0% | $101,264-10.8% | $158,950-43.2% |
| Participation rate | 26.3% | 79.4%-53.1pp | 75.8%-49.5pp | 82.0%-55.6pp |
| Annual return | 12.87% | 56.15%-43.3pp | 46.48%-33.6pp | 302.91%-290.0pp |
| Employer contribution / active EE | $354 | $4,175-91.5% | $3,660-90.3% | $4,762-92.6% |
| Participant deferral / active EE | $1,596 | $4,958-67.8% | $4,370-63.5% | $5,983-73.3% |
| Admin fee / account holder | $667 | $7,247-90.8% | $5,947-88.8% | $11,248-94.1% |