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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 | $88,726 | $148,629-40.3% | $135,982-34.8% | $139,487-36.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.95% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $771 | $5,247-85.3% | $4,859-84.1% | $4,755-83.8% |
| Participant deferral / active EE | $4,276 | $8,102-47.2% | $7,760-44.9% | $6,713-36.3% |
| Admin fee / account holder | $43,124 | $12,406+247.6% | $10,767+300.5% | $11,407+278.0% |