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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 | $100,678 | $136,860-26.4% | $120,344-16.3% | $154,746-34.9% |
| Participation rate | 61.5% | 79.9%-18.3pp | 76.7%-15.2pp | 80.7%-19.2pp |
| Annual return | 16.36% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-156.0pp |
| Employer contribution / active EE | $467 | $3,533-86.8% | $3,020-84.6% | $4,379-89.3% |
| Participant deferral / active EE | $3,883 | $5,793-33.0% | $5,135-24.4% | $6,730-42.3% |
| Admin fee / account holder | $1,609 | $15,393-89.5% | $12,742-87.4% | $14,365-88.8% |