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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 | $183,516-45.9% | $155,534-36.2% | $145,884-31.9% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 10.76% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $989 | $5,315-81.4% | $4,675-78.8% | $4,662-78.8% |
| Participant deferral / active EE | $5,863 | $6,467-9.3% | $5,630+4.1% | $6,690-12.4% |
| Admin fee / account holder | $1,594 | $19,293-91.7% | $15,900-90.0% | $13,392-88.1% |