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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 | $105,231 | $185,312-43.2% | $161,489-34.8% | $154,746-32.0% |
| Participation rate | 18.8% | 82.5%-63.7pp | 78.7%-59.9pp | 80.7%-62.0pp |
| Annual return | 15.79% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $430 | $4,769-91.0% | $4,268-89.9% | $4,379-90.2% |
| Participant deferral / active EE | $2,797 | $6,350-56.0% | $5,630-50.3% | $6,730-58.4% |
| Admin fee / account holder | $1,114 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |