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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 | $121,467 | $185,883-34.7% | $170,043-28.6% | $139,466-12.9% |
| Participation rate | 58.3% | 87.8%-29.4pp | 87.0%-28.7pp | 80.3%-22.0pp |
| Annual return | 17.60% | 60.54%-42.9pp | 53.40%-35.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,307 | $7,596-82.8% | $6,790-80.7% | $4,754-72.5% |
| Participant deferral / active EE | $4,190 | $11,626-64.0% | $10,410-59.8% | $6,712-37.6% |
| Admin fee / account holder | $1,721 | $15,393-88.8% | $12,824-86.6% | $11,409-84.9% |