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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 | $108,449 | $183,516-40.9% | $155,534-30.3% | $145,884-25.7% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 14.06% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $699 | $5,315-86.8% | $4,675-85.0% | $4,662-85.0% |
| Participant deferral / active EE | $5,077 | $6,467-21.5% | $5,630-9.8% | $6,690-24.1% |
| Admin fee / account holder | $458 | $19,293-97.6% | $15,900-97.1% | $13,392-96.6% |