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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 | $92,187 | $116,203-20.7% | $93,621-1.5% | $152,897-39.7% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.8%-6.6pp | 82.5%-13.2pp |
| Annual return | 21.70% | 35.96%-14.3pp | 32.76%-11.1pp | 345.43%-323.7pp |
| Employer contribution / active EE | $506 | $3,219-84.3% | $2,719-81.4% | $4,764-89.4% |
| Participant deferral / active EE | $3,000 | $4,605-34.9% | $4,070-26.3% | $5,851-48.7% |
| Admin fee / account holder | $1,659 | $10,751-84.6% | $7,890-79.0% | $11,599-85.7% |