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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 | $110,066 | $166,089-33.7% | $164,928-33.3% | $145,978-24.6% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 11.99% | 100.26%-88.3pp | 70.08%-58.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $680 | $5,276-87.1% | $4,343-84.3% | $4,662-85.4% |
| Participant deferral / active EE | $4,090 | $6,961-41.3% | $6,034-32.2% | $6,690-38.9% |
| Admin fee / account holder | $1,166 | $16,641-93.0% | $12,684-90.8% | $13,400-91.3% |