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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 | $99,292 | $183,592-45.9% | $155,574-36.2% | $145,877-31.9% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 10.76% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $989 | $5,317-81.4% | $4,676-78.9% | $4,663-78.8% |
| Participant deferral / active EE | $5,863 | $6,466-9.3% | $5,629+4.1% | $6,691-12.4% |
| Admin fee / account holder | $1,594 | $19,316-91.7% | $15,914-90.0% | $13,402-88.1% |