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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 | $113,303 | $183,516-38.3% | $155,534-27.2% | $145,884-22.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 16.36% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $978 | $5,315-81.6% | $4,675-79.1% | $4,662-79.0% |
| Participant deferral / active EE | $6,388 | $6,467-1.2% | $5,630+13.5% | $6,690-4.5% |
| Admin fee / account holder | $457 | $19,293-97.6% | $15,900-97.1% | $13,392-96.6% |