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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 | $104,397 | $165,361-36.9% | $149,715-30.3% | $158,950-34.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 22.10% | 348.24%-326.1pp | 276.66%-254.6pp | 302.91%-280.8pp |
| Employer contribution / active EE | $32 | $5,103-99.4% | $4,645-99.3% | $4,762-99.3% |
| Participant deferral / active EE | $4,746 | $7,182-33.9% | $6,842-30.6% | $5,983-20.7% |
| Admin fee / account holder | $3,117 | $10,808-71.2% | $9,310-66.5% | $11,248-72.3% |