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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 | $119,761 | $157,829-24.1% | $136,867-12.5% | $198,609-39.7% |
| Participation rate | 20.0% | 77.2%-57.2pp | 74.5%-54.5pp | 82.4%-62.4pp |
| Annual return | 20.00% | 51.25%-31.3pp | 42.97%-23.0pp | 202.70%-182.7pp |
| Employer contribution / active EE | $543 | $3,923-86.2% | $3,547-84.7% | $5,055-89.3% |
| Participant deferral / active EE | $3,637 | $5,463-33.4% | $4,924-26.1% | $6,977-47.9% |
| Admin fee / account holder | $2,881 | $11,107-74.1% | $10,340-72.1% | $19,030-84.9% |