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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 | $71,951 | $197,625-63.6% | $177,840-59.5% | $158,966-54.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 21.88% | 58.76%-36.9pp | 48.32%-26.4pp | 302.95%-281.1pp |
| Employer contribution / active EE | $918 | $6,698-86.3% | $5,919-84.5% | $4,762-80.7% |
| Participant deferral / active EE | $6,277 | $8,405-25.3% | $7,714-18.6% | $5,983+4.9% |
| Admin fee / account holder | $5,373 | $15,405-65.1% | $12,431-56.8% | $11,250-52.2% |