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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 | $82,636 | $227,399-63.7% | $189,758-56.5% | $198,609-58.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 15.94% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,328 | $5,526-76.0% | $4,767-72.1% | $5,055-73.7% |
| Participant deferral / active EE | $4,635 | $6,837-32.2% | $5,856-20.8% | $6,977-33.6% |
| Admin fee / account holder | $1,148 | $25,162-95.4% | $20,388-94.4% | $19,030-94.0% |