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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 | $97,626 | $91,559+6.6% | $133,959-27.1% | $79,858+22.3% |
| Participation rate | 61.0% | 73.3%-12.3pp | 79.8%-18.8pp | 69.6%-8.6pp |
| Annual return | 13.27% | 61.85%-48.6pp | 45.09%-31.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $417 | $2,384-82.5% | $3,919-89.4% | $2,471-83.1% |
| Participant deferral / active EE | $3,200 | $3,734-14.3% | $5,047-36.6% | $3,740-14.4% |
| Admin fee / account holder | $4,099 | $6,321-35.2% | $8,928-54.1% | $5,306-22.8% |