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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 | $183,627-44.7% | $155,602-34.7% | $145,978-30.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.87% | 61.32%-50.5pp | 64.81%-53.9pp | 550.52%-539.7pp |
| Employer contribution / active EE | $636 | $5,316-88.0% | $4,675-86.4% | $4,662-86.4% |
| Participant deferral / active EE | $4,649 | $6,466-28.1% | $5,629-17.4% | $6,690-30.5% |
| Admin fee / account holder | $2,257 | $19,327-88.3% | $15,923-85.8% | $13,400-83.2% |