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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 | $81,412 | $115,911-29.8% | $100,530-19.0% | $158,950-48.8% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 15.28% | 34.80%-19.5pp | 30.89%-15.6pp | 302.91%-287.6pp |
| Employer contribution / active EE | $341 | $4,104-91.7% | $3,418-90.0% | $4,762-92.8% |
| Participant deferral / active EE | $3,194 | $6,676-52.2% | $6,271-49.1% | $5,983-46.6% |
| Admin fee / account holder | $14,365 | $10,999+30.6% | $8,083+77.7% | $11,248+27.7% |