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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 | $96,742 | $157,296-38.5% | $141,191-31.5% | $152,897-36.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 16.74% | 64.34%-47.6pp | 71.41%-54.7pp | 345.43%-328.7pp |
| Employer contribution / active EE | $535 | $5,262-89.8% | $4,736-88.7% | $4,764-88.8% |
| Participant deferral / active EE | $4,218 | $7,111-40.7% | $6,710-37.1% | $5,851-27.9% |
| Admin fee / account holder | $13,296 | $12,125+9.7% | $10,264+29.5% | $11,599+14.6% |