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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 | $106,373 | $201,372-47.2% | $184,260-42.3% | $145,884-27.1% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 19.40% | 29.04%-9.6pp | 28.84%-9.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $825 | $7,024-88.3% | $6,427-87.2% | $4,662-82.3% |
| Participant deferral / active EE | $6,205 | $9,808-36.7% | $9,133-32.1% | $6,690-7.2% |
| Admin fee / account holder | $1,695 | $16,362-89.6% | $13,898-87.8% | $13,392-87.3% |