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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 | $111,370 | $183,592-39.3% | $155,574-28.4% | $145,877-23.7% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 8.77% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $886 | $5,317-83.3% | $4,676-81.0% | $4,663-81.0% |
| Participant deferral / active EE | $7,270 | $6,466+12.4% | $5,629+29.1% | $6,691+8.7% |
| Admin fee / account holder | $1,080 | $19,316-94.4% | $15,914-93.2% | $13,402-91.9% |