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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 | $101,275 | $183,516-44.8% | $155,534-34.9% | $145,884-30.6% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 16.30% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $892 | $5,315-83.2% | $4,675-80.9% | $4,662-80.9% |
| Participant deferral / active EE | $3,783 | $6,467-41.5% | $5,630-32.8% | $6,690-43.5% |
| Admin fee / account holder | $386 | $19,293-98.0% | $15,900-97.6% | $13,392-97.1% |