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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 | $89,992 | $114,119-21.1% | $107,187-16.0% | $138,895-35.2% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 24.54% | 273.21%-248.7pp | 204.55%-180.0pp | 145.39%-120.9pp |
| Employer contribution / active EE | $827 | $4,059-79.6% | $3,782-78.1% | $4,194-80.3% |
| Participant deferral / active EE | $4,058 | $5,538-26.7% | $5,096-20.4% | $6,396-36.6% |
| Admin fee / account holder | $338 | $10,024-96.6% | $9,162-96.3% | $12,562-97.3% |