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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 | $119,744 | $226,090-47.0% | $182,531-34.4% | $152,885-21.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 19.17% | 192.57%-173.4pp | 148.57%-129.4pp | 345.39%-326.2pp |
| Employer contribution / active EE | $405 | $4,978-91.9% | $4,075-90.1% | $4,763-91.5% |
| Participant deferral / active EE | $3,767 | $6,369-40.9% | $5,525-31.8% | $5,851-35.6% |
| Admin fee / account holder | $1,845 | $10,705-82.8% | $8,593-78.5% | $11,598-84.1% |