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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 | $100,549 | $157,276-36.1% | $141,177-28.8% | $152,885-34.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 24.63% | 64.33%-39.7pp | 71.40%-46.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $751 | $5,262-85.7% | $4,736-84.1% | $4,763-84.2% |
| Participant deferral / active EE | $5,630 | $7,110-20.8% | $6,710-16.1% | $5,851-3.8% |
| Admin fee / account holder | $1,586 | $12,123-86.9% | $10,263-84.5% | $11,598-86.3% |