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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 | $81,413 | $129,737-37.2% | $119,126-31.7% | $154,746-47.4% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 15.83% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $526 | $4,375-88.0% | $4,034-87.0% | $4,379-88.0% |
| Participant deferral / active EE | $5,701 | $5,842-2.4% | $5,318+7.2% | $6,730-15.3% |
| Admin fee / account holder | $3,643 | $11,961-69.5% | $10,693-65.9% | $14,365-74.6% |