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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 | $106,234 | $152,612-30.4% | $125,192-15.1% | $152,897-30.5% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.5%-37.0pp |
| Annual return | 23.72% | 54.85%-31.1pp | 43.79%-20.1pp | 345.43%-321.7pp |
| Employer contribution / active EE | $879 | $4,947-82.2% | $3,866-77.3% | $4,764-81.6% |
| Participant deferral / active EE | $3,934 | $5,868-33.0% | $4,937-20.3% | $5,851-32.8% |
| Admin fee / account holder | $11,314 | $13,437-15.8% | $9,704+16.6% | $11,599-2.5% |