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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 | $113,655 | $148,582-23.5% | $135,942-16.4% | $139,456-18.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 23.03% | 79.26%-56.2pp | 68.28%-45.2pp | 373.45%-350.4pp |
| Employer contribution / active EE | $925 | $5,245-82.4% | $4,858-81.0% | $4,753-80.5% |
| Participant deferral / active EE | $4,148 | $8,101-48.8% | $7,759-46.5% | $6,711-38.2% |
| Admin fee / account holder | $8,771 | $12,402-29.3% | $10,764-18.5% | $11,407-23.1% |