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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 | $121,756 | $183,627-33.7% | $155,602-21.8% | $145,978-16.6% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 11.44% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $850 | $5,316-84.0% | $4,675-81.8% | $4,662-81.8% |
| Participant deferral / active EE | $4,649 | $6,466-28.1% | $5,629-17.4% | $6,690-30.5% |
| Admin fee / account holder | $6,950 | $19,327-64.0% | $15,923-56.4% | $13,400-48.1% |