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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 | $83,448 | $275,752-69.7% | $256,809-67.5% | $198,609-58.0% |
| Participation rate | 55.6% | 89.2%-33.6pp | 88.5%-33.0pp | 82.4%-26.8pp |
| Annual return | 22.60% | 34.81%-12.2pp | 32.73%-10.1pp | 202.70%-180.1pp |
| Employer contribution / active EE | $1,426 | $7,721-81.5% | $7,263-80.4% | $5,055-71.8% |
| Participant deferral / active EE | $5,174 | $10,037-48.4% | $9,520-45.6% | $6,977-25.8% |
| Admin fee / account holder | $506 | $25,716-98.0% | $25,146-98.0% | $19,030-97.3% |