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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 | $101,002 | $239,571-57.8% | $183,328-44.9% | $137,256-26.4% |
| Participation rate | 61.5% | 82.4%-20.9pp | 77.3%-15.8pp | 80.0%-18.4pp |
| Annual return | 12.14% | 35.69%-23.5pp | 29.67%-17.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,197 | $6,148-80.5% | $5,055-76.3% | $4,156-71.2% |
| Participant deferral / active EE | $2,942 | $7,995-63.2% | $6,795-56.7% | $6,407-54.1% |
| Admin fee / account holder | $6,333 | $30,059-78.9% | $21,427-70.4% | $12,270-48.4% |