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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 | $88,180 | $171,492-48.6% | $150,734-41.5% | $198,609-55.6% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 18.68% | 804.70%-786.0pp | 600.81%-582.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $855 | $5,470-84.4% | $4,918-82.6% | $5,055-83.1% |
| Participant deferral / active EE | $5,010 | $6,259-20.0% | $5,610-10.7% | $6,977-28.2% |
| Admin fee / account holder | $3,540 | $17,628-79.9% | $14,905-76.2% | $19,030-81.4% |