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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 | $98,665 | $183,516-46.2% | $155,534-36.6% | $145,884-32.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 17.16% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $399 | $5,315-92.5% | $4,675-91.5% | $4,662-91.4% |
| Participant deferral / active EE | $6,595 | $6,467+2.0% | $5,630+17.1% | $6,690-1.4% |
| Admin fee / account holder | $2,848 | $19,293-85.2% | $15,900-82.1% | $13,392-78.7% |