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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 | $107,405 | $166,268-35.4% | $165,100-34.9% | $145,897-26.4% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 14.84% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,007 | $5,284-80.9% | $4,348-76.8% | $4,663-78.4% |
| Participant deferral / active EE | $2,049 | $6,964-70.6% | $6,035-66.0% | $6,689-69.4% |
| Admin fee / account holder | $7,822 | $16,659-53.0% | $12,696-38.4% | $13,390-41.6% |