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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 | $96,002 | $126,661-24.2% | $113,397-15.3% | $138,895-30.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 17.09% | 25.05%-8.0pp | 23.20%-6.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $446 | $3,456-87.1% | $2,977-85.0% | $4,194-89.4% |
| Participant deferral / active EE | $4,459 | $5,693-21.7% | $5,076-12.2% | $6,396-30.3% |
| Admin fee / account holder | $4,400 | $14,549-69.8% | $11,957-63.2% | $12,562-65.0% |