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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 | $95,336 | $114,119-16.5% | $107,187-11.1% | $138,895-31.4% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 13.30% | 273.21%-259.9pp | 204.55%-191.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $725 | $4,059-82.1% | $3,782-80.8% | $4,194-82.7% |
| Participant deferral / active EE | $1,812 | $5,538-67.3% | $5,096-64.5% | $6,396-71.7% |
| Admin fee / account holder | $391 | $10,024-96.1% | $9,162-95.7% | $12,562-96.9% |