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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 | $96,251 | $174,379-44.8% | $152,093-36.7% | $138,895-30.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.10% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $786 | $4,652-83.1% | $4,175-81.2% | $4,194-81.3% |
| Participant deferral / active EE | $2,010 | $6,159-67.4% | $5,451-63.1% | $6,396-68.6% |
| Admin fee / account holder | $713 | $16,880-95.8% | $14,497-95.1% | $12,562-94.3% |