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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 | $98,920 | $124,330-20.4% | $109,173-9.4% | $167,536-41.0% |
| Participation rate | 27.8% | 79.5%-51.7pp | 75.9%-48.1pp | 82.1%-54.3pp |
| Annual return | 10.46% | 26.04%-15.6pp | 25.75%-15.3pp | 478.82%-468.4pp |
| Employer contribution / active EE | $556 | $4,209-86.8% | $3,723-85.1% | $4,839-88.5% |
| Participant deferral / active EE | $3,521 | $5,256-33.0% | $4,654-24.4% | $6,342-44.5% |
| Admin fee / account holder | $5,258 | $7,974-34.1% | $6,755-22.2% | $12,315-57.3% |