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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 | $87,032 | $157,296-44.7% | $141,191-38.4% | $152,897-43.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 21.16% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $848 | $5,262-83.9% | $4,736-82.1% | $4,764-82.2% |
| Participant deferral / active EE | $3,879 | $7,111-45.5% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $6,353 | $12,125-47.6% | $10,264-38.1% | $11,599-45.2% |