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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 | $109,696 | $176,786-37.9% | $146,643-25.2% | $167,536-34.5% |
| Participation rate | 58.3% | 83.6%-25.3pp | 80.1%-21.7pp | 82.1%-23.8pp |
| Annual return | 14.51% | 24.04%-9.5pp | 22.75%-8.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $489 | $5,161-90.5% | $4,137-88.2% | $4,839-89.9% |
| Participant deferral / active EE | $6,511 | $6,440+1.1% | $5,506+18.3% | $6,342+2.7% |
| Admin fee / account holder | $21,557 | $13,262+62.6% | $10,280+109.7% | $12,315+75.1% |