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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 | $185,905-36.7% | $170,057-30.8% | $139,487-15.6% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 15.30% | 60.56%-45.3pp | 53.42%-38.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $238 | $7,597-96.9% | $6,790-96.5% | $4,755-95.0% |
| Participant deferral / active EE | $3,969 | $11,627-65.9% | $10,411-61.9% | $6,713-40.9% |
| Admin fee / account holder | $789 | $15,397-94.9% | $12,826-93.8% | $11,407-93.1% |