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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 | $102,293 | $172,111-40.6% | $150,298-31.9% | $137,256-25.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 22.29% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $770 | $4,636-83.4% | $4,154-81.5% | $4,156-81.5% |
| Participant deferral / active EE | $3,957 | $6,166-35.8% | $5,453-27.4% | $6,407-38.2% |
| Admin fee / account holder | $1,951 | $16,471-88.2% | $14,116-86.2% | $12,270-84.1% |