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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 | $84,376 | $148,623-43.2% | $135,974-37.9% | $139,466-39.5% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 20.51% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $948 | $5,246-81.9% | $4,859-80.5% | $4,754-80.1% |
| Participant deferral / active EE | $4,977 | $8,103-38.6% | $7,760-35.9% | $6,712-25.8% |
| Admin fee / account holder | $3,621 | $12,406-70.8% | $10,767-66.4% | $11,409-68.3% |