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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 | $91,502 | $172,111-46.8% | $150,298-39.1% | $137,256-33.3% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 22.93% | 69.37%-46.4pp | 62.79%-39.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $756 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $2,972 | $6,166-51.8% | $5,453-45.5% | $6,407-53.6% |
| Admin fee / account holder | $335 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |