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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 | $82,966 | $174,379-52.4% | $152,093-45.5% | $138,895-40.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 17.46% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $551 | $4,652-88.2% | $4,175-86.8% | $4,194-86.9% |
| Participant deferral / active EE | $1,693 | $6,159-72.5% | $5,451-68.9% | $6,396-73.5% |
| Admin fee / account holder | $1,393 | $16,880-91.7% | $14,497-90.4% | $12,562-88.9% |