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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 | $107,929 | $142,430-24.2% | $115,170-6.3% | $152,897-29.4% |
| Participation rate | 30.0% | 82.4%-52.4pp | 75.9%-45.9pp | 82.5%-52.5pp |
| Annual return | 23.70% | 41.48%-17.8pp | 35.60%-11.9pp | 345.43%-321.7pp |
| Employer contribution / active EE | $744 | $4,011-81.4% | $3,179-76.6% | $4,764-84.4% |
| Participant deferral / active EE | $1,733 | $5,165-66.4% | $4,169-58.4% | $5,851-70.4% |
| Admin fee / account holder | $3,551 | $8,464-58.0% | $7,089-49.9% | $11,599-69.4% |