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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 | $117,845 | $183,516-35.8% | $155,534-24.2% | $145,884-19.2% |
| Participation rate | 47.8% | 82.7%-34.9pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | 10.08% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $679 | $5,315-87.2% | $4,675-85.5% | $4,662-85.4% |
| Participant deferral / active EE | $3,439 | $6,467-46.8% | $5,630-38.9% | $6,690-48.6% |
| Admin fee / account holder | $10,401 | $19,293-46.1% | $15,900-34.6% | $13,392-22.3% |