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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 | $90,321 | $227,399-60.3% | $189,758-52.4% | $198,609-54.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 18.55% | 61.03%-42.5pp | 52.62%-34.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,378 | $5,526-75.1% | $4,767-71.1% | $5,055-72.7% |
| Participant deferral / active EE | $5,956 | $6,837-12.9% | $5,856+1.7% | $6,977-14.6% |
| Admin fee / account holder | $10,196 | $25,162-59.5% | $20,388-50.0% | $19,030-46.4% |