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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 | $99,847 | $132,099-24.4% | $115,599-13.6% | $138,895-28.1% |
| Participation rate | 47.6% | 77.9%-30.2pp | 74.3%-26.7pp | 79.9%-32.3pp |
| Annual return | 19.81% | 176.76%-156.9pp | 111.10%-91.3pp | 145.39%-125.6pp |
| Employer contribution / active EE | $561 | $3,416-83.6% | $2,955-81.0% | $4,194-86.6% |
| Participant deferral / active EE | $1,886 | $5,617-66.4% | $4,889-61.4% | $6,396-70.5% |
| Admin fee / account holder | $8,683 | $15,650-44.5% | $12,841-32.4% | $12,562-30.9% |