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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 | $72,281 | $212,386-66.0% | $199,883-63.8% | $138,895-48.0% |
| Participation rate | 28.6% | 87.4%-58.8pp | 86.8%-58.2pp | 79.9%-51.3pp |
| Annual return | 20.19% | 47.75%-27.6pp | 43.81%-23.6pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,079 | $6,625-83.7% | $6,261-82.8% | $4,194-74.3% |
| Participant deferral / active EE | $4,149 | $9,617-56.9% | $9,138-54.6% | $6,396-35.1% |
| Admin fee / account holder | $5,700 | $18,233-68.7% | $17,268-67.0% | $12,562-54.6% |