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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 | $96,669 | $183,539-47.3% | $155,556-37.9% | $145,897-33.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 16.04% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $481 | $5,315-90.9% | $4,675-89.7% | $4,663-89.7% |
| Participant deferral / active EE | $6,566 | $6,467+1.5% | $5,631+16.6% | $6,689-1.8% |
| Admin fee / account holder | $407 | $19,275-97.9% | $15,885-97.4% | $13,390-97.0% |