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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 | $111,606 | $152,619-26.9% | $125,195-10.9% | $152,909-27.0% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.5%-23.6pp |
| Annual return | 24.69% | 54.85%-30.2pp | 43.79%-19.1pp | 345.46%-320.8pp |
| Employer contribution / active EE | $777 | $4,947-84.3% | $3,866-79.9% | $4,764-83.7% |
| Participant deferral / active EE | $2,275 | $5,869-61.2% | $4,937-53.9% | $5,851-61.1% |
| Admin fee / account holder | $10,179 | $13,437-24.3% | $9,704+4.9% | $11,601-12.3% |