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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 | $102,048 | $117,895-13.4% | $102,460-0.4% | $145,897-30.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.18% | 31.92%-19.7pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $499 | $3,619-86.2% | $3,025-83.5% | $4,663-89.3% |
| Participant deferral / active EE | $2,644 | $5,736-53.9% | $5,056-47.7% | $6,689-60.5% |
| Admin fee / account holder | $2,300 | $13,353-82.8% | $9,460-75.7% | $13,390-82.8% |