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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 | $85,181 | $172,111-50.5% | $150,298-43.3% | $137,256-37.9% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $773 | $4,636-83.3% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $4,909 | $6,166-20.4% | $5,453-10.0% | $6,407-23.4% |
| Admin fee / account holder | $692 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |