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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 | $116,614 | $148,623-21.5% | $135,974-14.2% | $139,466-16.4% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 20.26% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $506 | $5,246-90.4% | $4,859-89.6% | $4,754-89.4% |
| Participant deferral / active EE | $2,757 | $8,103-66.0% | $7,760-64.5% | $6,712-58.9% |
| Admin fee / account holder | $318 | $12,406-97.4% | $10,767-97.0% | $11,409-97.2% |