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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 | $122,733 | $152,612-19.6% | $125,192-2.0% | $152,897-19.7% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.5%-21.3pp |
| Annual return | 21.98% | 54.85%-32.9pp | 43.79%-21.8pp | 345.43%-323.4pp |
| Employer contribution / active EE | $492 | $4,947-90.1% | $3,866-87.3% | $4,764-89.7% |
| Participant deferral / active EE | $2,983 | $5,868-49.2% | $4,937-39.6% | $5,851-49.0% |
| Admin fee / account holder | $1,546 | $13,437-88.5% | $9,704-84.1% | $11,599-86.7% |