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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 | $123,567 | $152,619-19.0% | $125,195-1.3% | $152,909-19.2% |
| Participation rate | 45.0% | 83.3%-38.3pp | 79.8%-34.8pp | 82.5%-37.5pp |
| Annual return | 15.08% | 54.85%-39.8pp | 43.79%-28.7pp | 345.46%-330.4pp |
| Employer contribution / active EE | $879 | $4,947-82.2% | $3,866-77.3% | $4,764-81.5% |
| Participant deferral / active EE | $3,407 | $5,869-41.9% | $4,937-31.0% | $5,851-41.8% |
| Admin fee / account holder | $1,313 | $13,437-90.2% | $9,704-86.5% | $11,601-88.7% |