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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 | $97,794 | $174,379-43.9% | $152,093-35.7% | $138,895-29.6% |
| Participation rate | 29.2% | 81.6%-52.5pp | 77.8%-48.6pp | 79.9%-50.8pp |
| Annual return | 12.59% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $419 | $4,652-91.0% | $4,175-90.0% | $4,194-90.0% |
| Participant deferral / active EE | $1,762 | $6,159-71.4% | $5,451-67.7% | $6,396-72.5% |
| Admin fee / account holder | $378 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |