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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 | $88,074 | $183,539-52.0% | $155,556-43.4% | $145,897-39.6% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 17.90% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $915 | $5,315-82.8% | $4,675-80.4% | $4,663-80.4% |
| Participant deferral / active EE | $5,472 | $6,467-15.4% | $5,631-2.8% | $6,689-18.2% |
| Admin fee / account holder | $312 | $19,275-98.4% | $15,885-98.0% | $13,390-97.7% |