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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 | $118,288 | $152,612-22.5% | $125,192-5.5% | $152,897-22.6% |
| Participation rate | 47.8% | 83.3%-35.5pp | 79.8%-32.0pp | 82.5%-34.6pp |
| Annual return | 20.64% | 54.85%-34.2pp | 43.79%-23.2pp | 345.43%-324.8pp |
| Employer contribution / active EE | $623 | $4,947-87.4% | $3,866-83.9% | $4,764-86.9% |
| Participant deferral / active EE | $2,492 | $5,868-57.5% | $4,937-49.5% | $5,851-57.4% |
| Admin fee / account holder | $1,765 | $13,437-86.9% | $9,704-81.8% | $11,599-84.8% |