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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 | $88,036 | $110,240-20.1% | $96,544-8.8% | $139,487-36.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 15.09% | 26.41%-11.3pp | 25.88%-10.8pp | 373.84%-358.8pp |
| Employer contribution / active EE | $551 | $3,622-84.8% | $2,966-81.4% | $4,755-88.4% |
| Participant deferral / active EE | $2,493 | $5,549-55.1% | $4,851-48.6% | $6,713-62.9% |
| Admin fee / account holder | $5,800 | $11,602-50.0% | $8,254-29.7% | $11,407-49.2% |