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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 | $185,312-50.6% | $161,489-43.3% | $154,746-40.9% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 22.93% | 103.84%-80.9pp | 89.72%-66.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $756 | $4,769-84.2% | $4,268-82.3% | $4,379-82.7% |
| Participant deferral / active EE | $2,972 | $6,350-53.2% | $5,630-47.2% | $6,730-55.8% |
| Admin fee / account holder | $335 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |