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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 | $116,064 | $156,616-25.9% | $133,346-13.0% | $198,609-41.6% |
| Participation rate | 56.3% | 77.7%-21.5pp | 72.8%-16.6pp | 82.4%-26.1pp |
| Annual return | 14.27% | 44.25%-30.0pp | 36.85%-22.6pp | 202.70%-188.4pp |
| Employer contribution / active EE | $499 | $3,368-85.2% | $2,853-82.5% | $5,055-90.1% |
| Participant deferral / active EE | $2,119 | $4,920-56.9% | $4,332-51.1% | $6,977-69.6% |
| Admin fee / account holder | $568 | $17,468-96.8% | $14,264-96.0% | $19,030-97.0% |