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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 | $108,119 | $185,312-41.7% | $161,489-33.0% | $154,746-30.1% |
| Participation rate | 46.7% | 82.5%-35.8pp | 78.7%-32.0pp | 80.7%-34.0pp |
| Annual return | 16.54% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $723 | $4,769-84.8% | $4,268-83.1% | $4,379-83.5% |
| Participant deferral / active EE | $3,912 | $6,350-38.4% | $5,630-30.5% | $6,730-41.9% |
| Admin fee / account holder | $1,034 | $18,654-94.5% | $16,006-93.5% | $14,365-92.8% |