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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 | $97,557 | $183,592-46.9% | $155,574-37.3% | $145,877-33.1% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.5pp | 80.3%-53.6pp |
| Annual return | 17.43% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $890 | $5,317-83.3% | $4,676-81.0% | $4,663-80.9% |
| Participant deferral / active EE | $3,796 | $6,466-41.3% | $5,629-32.6% | $6,691-43.3% |
| Admin fee / account holder | $667 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |