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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 | $88,494 | $183,539-51.8% | $155,556-43.1% | $145,897-39.3% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 14.27% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $199 | $5,315-96.3% | $4,675-95.7% | $4,663-95.7% |
| Participant deferral / active EE | $4,489 | $6,467-30.6% | $5,631-20.3% | $6,689-32.9% |
| Admin fee / account holder | $798 | $19,275-95.9% | $15,885-95.0% | $13,390-94.0% |