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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 | $109,672 | $199,109-44.9% | $173,730-36.9% | $154,746-29.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 15.44% | 20.02%-4.6pp | 19.96%-4.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $760 | $5,311-85.7% | $4,577-83.4% | $4,379-82.6% |
| Participant deferral / active EE | $5,425 | $7,113-23.7% | $6,326-14.2% | $6,730-19.4% |
| Admin fee / account holder | $646 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |