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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 | $70,475 | $166,242-57.6% | $165,071-57.3% | $145,884-51.7% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.6%-47.9pp | 80.3%-49.5pp |
| Annual return | 27.77% | 100.44%-72.7pp | 70.17%-42.4pp | 551.85%-524.1pp |
| Employer contribution / active EE | $996 | $5,283-81.1% | $4,347-77.1% | $4,662-78.6% |
| Participant deferral / active EE | $5,345 | $6,964-23.3% | $6,035-11.4% | $6,690-20.1% |
| Admin fee / account holder | $990 | $16,658-94.1% | $12,695-92.2% | $13,392-92.6% |