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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 | $86,030 | $212,386-59.5% | $199,883-57.0% | $138,895-38.1% |
| Participation rate | 42.9% | 87.4%-44.5pp | 86.8%-43.9pp | 79.9%-37.1pp |
| Annual return | 15.52% | 47.75%-32.2pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $930 | $6,625-86.0% | $6,261-85.1% | $4,194-77.8% |
| Participant deferral / active EE | $5,166 | $9,617-46.3% | $9,138-43.5% | $6,396-19.2% |
| Admin fee / account holder | $1,000 | $18,233-94.5% | $17,268-94.2% | $12,562-92.0% |