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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 | $105,466 | $162,821-35.2% | $133,978-21.3% | $158,982-33.7% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 14.60% | 41.95%-27.3pp | 45.10%-30.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $765 | $4,976-84.6% | $3,919-80.5% | $4,763-83.9% |
| Participant deferral / active EE | $3,684 | $5,910-37.7% | $5,047-27.0% | $5,983-38.4% |
| Admin fee / account holder | $686 | $11,742-94.2% | $8,930-92.3% | $11,252-93.9% |