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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 | $117,828 | $183,539-35.8% | $155,556-24.3% | $145,897-19.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.20% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $930 | $5,315-82.5% | $4,675-80.1% | $4,663-80.1% |
| Participant deferral / active EE | $2,715 | $6,467-58.0% | $5,631-51.8% | $6,689-59.4% |
| Admin fee / account holder | $5,147 | $19,275-73.3% | $15,885-67.6% | $13,390-61.6% |