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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 | $118,411 | $183,592-35.5% | $155,574-23.9% | $145,877-18.8% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 11.33% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $816 | $5,317-84.7% | $4,676-82.5% | $4,663-82.5% |
| Participant deferral / active EE | $3,085 | $6,466-52.3% | $5,629-45.2% | $6,691-53.9% |
| Admin fee / account holder | $3,128 | $19,316-83.8% | $15,914-80.3% | $13,402-76.7% |