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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 | $105,307 | $166,242-36.7% | $165,071-36.2% | $145,884-27.8% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 14.65% | 100.44%-85.8pp | 70.17%-55.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $758 | $5,283-85.7% | $4,347-82.6% | $4,662-83.7% |
| Participant deferral / active EE | $6,192 | $6,964-11.1% | $6,035+2.6% | $6,690-7.4% |
| Admin fee / account holder | $3,132 | $16,658-81.2% | $12,695-75.3% | $13,392-76.6% |