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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 | $92,523 | $104,251-11.2% | $91,004+1.7% | $147,586-37.3% |
| Participation rate | 38.1% | 78.2%-40.1pp | 75.6%-37.5pp | 82.8%-44.7pp |
| Annual return | 20.47% | 27.06%-6.6pp | 4.60%+15.9pp | 578.59%-558.1pp |
| Employer contribution / active EE | $274 | $3,116-91.2% | $2,456-88.8% | $4,876-94.4% |
| Participant deferral / active EE | $1,774 | $4,195-57.7% | $3,548-50.0% | $5,439-67.4% |
| Admin fee / account holder | $486 | $8,948-94.6% | $5,417-91.0% | $10,886-95.5% |