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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 | $85,049 | $183,516-53.7% | $155,534-45.3% | $145,884-41.7% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 12.04% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $915 | $5,315-82.8% | $4,675-80.4% | $4,662-80.4% |
| Participant deferral / active EE | $3,058 | $6,467-52.7% | $5,630-45.7% | $6,690-54.3% |
| Admin fee / account holder | $573 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |