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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 | $94,819 | $178,174-46.8% | $156,181-39.3% | $137,256-30.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 17.88% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $586 | $4,972-88.2% | $4,294-86.4% | $4,156-85.9% |
| Participant deferral / active EE | $2,086 | $6,888-69.7% | $6,132-66.0% | $6,407-67.4% |
| Admin fee / account holder | $982 | $17,404-94.4% | $14,586-93.3% | $12,270-92.0% |