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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 | $121,106 | $201,370-39.9% | $184,256-34.3% | $145,897-17.0% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 19.47% | 29.05%-9.6pp | 28.85%-9.4pp | 552.29%-532.8pp |
| Employer contribution / active EE | $1,350 | $7,024-80.8% | $6,427-79.0% | $4,663-71.0% |
| Participant deferral / active EE | $7,229 | $9,808-26.3% | $9,133-20.8% | $6,689+8.1% |
| Admin fee / account holder | $5,528 | $16,364-66.2% | $13,899-60.2% | $13,390-58.7% |