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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 | $95,078 | $154,228-38.4% | $145,433-34.6% | $137,256-30.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.91% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $810 | $4,804-83.1% | $4,554-82.2% | $4,156-80.5% |
| Participant deferral / active EE | $7,098 | $8,216-13.6% | $7,897-10.1% | $6,407+10.8% |
| Admin fee / account holder | $600 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |