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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 | $93,198 | $157,276-40.7% | $141,177-34.0% | $152,885-39.0% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 27.67% | 64.33%-36.7pp | 71.40%-43.7pp | 345.39%-317.7pp |
| Employer contribution / active EE | $719 | $5,262-86.3% | $4,736-84.8% | $4,763-84.9% |
| Participant deferral / active EE | $3,702 | $7,110-47.9% | $6,710-44.8% | $5,851-36.7% |
| Admin fee / account holder | $707 | $12,123-94.2% | $10,263-93.1% | $11,598-93.9% |