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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 | $68,841 | $183,592-62.5% | $155,574-55.8% | $145,877-52.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.01% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $120 | $5,317-97.7% | $4,676-97.4% | $4,663-97.4% |
| Participant deferral / active EE | $3,000 | $6,466-53.6% | $5,629-46.7% | $6,691-55.2% |
| Admin fee / account holder | $448 | $19,316-97.7% | $15,914-97.2% | $13,402-96.7% |