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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 | $118,609 | $227,399-47.8% | $189,758-37.5% | $198,609-40.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 15.73% | 61.03%-45.3pp | 52.62%-36.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,053 | $5,526-80.9% | $4,767-77.9% | $5,055-79.2% |
| Participant deferral / active EE | $7,834 | $6,837+14.6% | $5,856+33.8% | $6,977+12.3% |
| Admin fee / account holder | $3,661 | $25,162-85.5% | $20,388-82.0% | $19,030-80.8% |