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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 | $109,430 | $178,174-38.6% | $156,181-29.9% | $137,256-20.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 21.96% | 84.19%-62.2pp | 64.87%-42.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $992 | $4,972-80.1% | $4,294-76.9% | $4,156-76.1% |
| Participant deferral / active EE | $6,841 | $6,888-0.7% | $6,132+11.6% | $6,407+6.8% |
| Admin fee / account holder | $333 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |