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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 | $98,782 | $183,592-46.2% | $155,574-36.5% | $145,877-32.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.06% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $571 | $5,317-89.3% | $4,676-87.8% | $4,663-87.7% |
| Participant deferral / active EE | $4,045 | $6,466-37.4% | $5,629-28.1% | $6,691-39.5% |
| Admin fee / account holder | $20,254 | $19,316+4.9% | $15,914+27.3% | $13,402+51.1% |