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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 | $115,560 | $183,592-37.1% | $155,567-25.7% | $145,959-20.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.63% | 61.24%-46.6pp | 64.74%-50.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $635 | $5,315-88.1% | $4,674-86.4% | $4,661-86.4% |
| Participant deferral / active EE | $2,732 | $6,464-57.7% | $5,628-51.4% | $6,689-59.1% |
| Admin fee / account holder | $704 | $19,318-96.4% | $15,916-95.6% | $13,398-94.7% |