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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 | $117,715 | $185,856-36.7% | $170,028-30.8% | $139,456-15.6% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 15.30% | 60.52%-45.2pp | 53.39%-38.1pp | 373.45%-358.1pp |
| Employer contribution / active EE | $238 | $7,593-96.9% | $6,788-96.5% | $4,753-95.0% |
| Participant deferral / active EE | $3,969 | $11,623-65.9% | $10,409-61.9% | $6,711-40.9% |
| Admin fee / account holder | $789 | $15,387-94.9% | $12,820-93.8% | $11,407-93.1% |