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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 | $100,821 | $183,539-45.1% | $155,556-35.2% | $145,897-30.9% |
| Participation rate | 31.8% | 82.7%-50.9pp | 78.2%-46.4pp | 80.3%-48.5pp |
| Annual return | 12.81% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $871 | $5,315-83.6% | $4,675-81.4% | $4,663-81.3% |
| Participant deferral / active EE | $2,470 | $6,467-61.8% | $5,631-56.1% | $6,689-63.1% |
| Admin fee / account holder | $656 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |