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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 | $101,585 | $183,592-44.7% | $155,574-34.7% | $145,877-30.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.87% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $636 | $5,317-88.0% | $4,676-86.4% | $4,663-86.4% |
| Participant deferral / active EE | $4,649 | $6,466-28.1% | $5,629-17.4% | $6,691-30.5% |
| Admin fee / account holder | $2,257 | $19,316-88.3% | $15,914-85.8% | $13,402-83.2% |