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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 | $98,867 | $185,312-46.6% | $161,489-38.8% | $154,746-36.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 20.44% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $940 | $4,769-80.3% | $4,268-78.0% | $4,379-78.5% |
| Participant deferral / active EE | $3,526 | $6,350-44.5% | $5,630-37.4% | $6,730-47.6% |
| Admin fee / account holder | $1,415 | $18,654-92.4% | $16,006-91.2% | $14,365-90.2% |