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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 | $98,811 | $183,592-46.2% | $155,567-36.5% | $145,959-32.3% |
| Participation rate | 53.3% | 82.7%-29.3pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 12.89% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.1pp |
| Employer contribution / active EE | $949 | $5,315-82.1% | $4,674-79.7% | $4,661-79.6% |
| Participant deferral / active EE | $2,147 | $6,464-66.8% | $5,628-61.8% | $6,689-67.9% |
| Admin fee / account holder | $721 | $19,318-96.3% | $15,916-95.5% | $13,398-94.6% |