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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 | $181,062-41.9% | $158,223-33.5% | $155,188-32.2% |
| Participation rate | 18.8% | 82.7%-63.9pp | 79.2%-60.5pp | 80.8%-62.1pp |
| Annual return | 15.79% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $430 | $4,565-90.6% | $4,109-89.5% | $4,248-89.9% |
| Participant deferral / active EE | $2,797 | $6,134-54.4% | $5,467-48.8% | $6,531-57.2% |
| Admin fee / account holder | $1,114 | $18,825-94.1% | $16,047-93.1% | $14,480-92.3% |