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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 | $72,943 | $126,519-42.3% | $106,201-31.3% | $145,959-50.0% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 12.53% | 225.10%-212.6pp | 116.26%-103.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $742 | $3,726-80.1% | $3,170-76.6% | $4,661-84.1% |
| Participant deferral / active EE | $4,070 | $5,716-28.8% | $5,012-18.8% | $6,689-39.2% |
| Admin fee / account holder | $2,080 | $17,312-88.0% | $11,039-81.2% | $13,398-84.5% |