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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 | $88,766 | $213,785-58.5% | $185,441-52.1% | $155,188-42.8% |
| Participation rate | 53.3% | 83.2%-29.9pp | 80.3%-26.9pp | 80.8%-27.5pp |
| Annual return | 18.63% | 19.97%-1.3pp | 20.16%-1.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,043 | $5,393-80.7% | $4,672-77.7% | $4,248-75.4% |
| Participant deferral / active EE | $4,700 | $6,864-31.5% | $6,152-23.6% | $6,531-28.0% |
| Admin fee / account holder | $3,574 | $21,134-83.1% | $17,890-80.0% | $14,480-75.3% |