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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 | $101,475 | $136,860-25.9% | $120,344-15.7% | $154,746-34.4% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 17.07% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.3pp |
| Employer contribution / active EE | $686 | $3,533-80.6% | $3,020-77.3% | $4,379-84.3% |
| Participant deferral / active EE | $3,677 | $5,793-36.5% | $5,135-28.4% | $6,730-45.4% |
| Admin fee / account holder | $305 | $15,393-98.0% | $12,742-97.6% | $14,365-97.9% |