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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 | $174,379-41.3% | $152,093-32.7% | $138,895-26.4% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 22.29% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $770 | $4,652-83.5% | $4,175-81.6% | $4,194-81.7% |
| Participant deferral / active EE | $3,957 | $6,159-35.7% | $5,451-27.4% | $6,396-38.1% |
| Admin fee / account holder | $1,951 | $16,880-88.4% | $14,497-86.5% | $12,562-84.5% |