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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 | $70,036 | $183,516-61.8% | $155,534-55.0% | $145,884-52.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.02% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $339 | $5,315-93.6% | $4,675-92.7% | $4,662-92.7% |
| Participant deferral / active EE | $4,275 | $6,467-33.9% | $5,630-24.1% | $6,690-36.1% |
| Admin fee / account holder | $1,813 | $19,293-90.6% | $15,900-88.6% | $13,392-86.5% |