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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 | $93,086 | $183,539-49.3% | $155,556-40.2% | $145,897-36.2% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 10.19% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $880 | $5,315-83.4% | $4,675-81.2% | $4,663-81.1% |
| Participant deferral / active EE | $3,928 | $6,467-39.3% | $5,631-30.2% | $6,689-41.3% |
| Admin fee / account holder | $829 | $19,275-95.7% | $15,885-94.8% | $13,390-93.8% |