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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 | $94,193 | $114,119-17.5% | $107,187-12.1% | $138,895-32.2% |
| Participation rate | 21.4% | 78.1%-56.6pp | 75.0%-53.6pp | 79.9%-58.5pp |
| Annual return | 19.49% | 273.21%-253.7pp | 204.55%-185.1pp | 145.39%-125.9pp |
| Employer contribution / active EE | $363 | $4,059-91.1% | $3,782-90.4% | $4,194-91.3% |
| Participant deferral / active EE | $3,495 | $5,538-36.9% | $5,096-31.4% | $6,396-45.4% |
| Admin fee / account holder | $968 | $10,024-90.3% | $9,162-89.4% | $12,562-92.3% |