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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 | $91,606 | $156,398-41.4% | $147,318-37.8% | $138,895-34.0% |
| Participation rate | 27.8% | 83.8%-56.0pp | 82.1%-54.3pp | 79.9%-52.1pp |
| Annual return | 12.84% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $44 | $4,853-99.1% | $4,593-99.0% | $4,194-99.0% |
| Participant deferral / active EE | $2,767 | $8,237-66.4% | $7,906-65.0% | $6,396-56.7% |
| Admin fee / account holder | $11,590 | $14,976-22.6% | $13,708-15.5% | $12,562-7.7% |