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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 | $155,555-41.1% | $146,866-37.6% | $155,188-41.0% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.5%-54.7pp | 80.8%-53.0pp |
| Annual return | 12.84% | 115.41%-102.6pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $44 | $4,647-99.1% | $4,425-99.0% | $4,248-99.0% |
| Participant deferral / active EE | $2,767 | $8,044-65.6% | $7,759-64.3% | $6,531-57.6% |
| Admin fee / account holder | $11,590 | $14,755-21.5% | $13,620-14.9% | $14,480-20.0% |