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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 | $98,480 | $165,381-40.5% | $149,730-34.2% | $158,966-38.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 21.18% | 348.29%-327.1pp | 276.70%-255.5pp | 302.95%-281.8pp |
| Employer contribution / active EE | $467 | $5,104-90.9% | $4,645-90.0% | $4,762-90.2% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,843+26.7% | $5,983+44.9% |
| Admin fee / account holder | $368 | $10,809-96.6% | $9,310-96.0% | $11,250-96.7% |