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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 | $88,922 | $149,778-40.6% | $118,946-25.2% | $158,950-44.1% |
| Participation rate | 35.3% | 82.1%-46.8pp | 75.4%-40.1pp | 82.0%-46.7pp |
| Annual return | 11.67% | 19.95%-8.3pp | 35.89%-24.2pp | 302.91%-291.2pp |
| Employer contribution / active EE | $712 | $4,117-82.7% | $3,263-78.2% | $4,762-85.1% |
| Participant deferral / active EE | $3,297 | $5,225-36.9% | $4,266-22.7% | $5,983-44.9% |
| Admin fee / account holder | $7,327 | $8,604-14.8% | $6,581+11.3% | $11,248-34.9% |