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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 | $109,967 | $197,625-44.4% | $177,840-38.2% | $158,966-30.8% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.7%-23.0pp | 82.0%-17.3pp |
| Annual return | 19.01% | 58.76%-39.8pp | 48.32%-29.3pp | 302.95%-283.9pp |
| Employer contribution / active EE | $273 | $6,698-95.9% | $5,919-95.4% | $4,762-94.3% |
| Participant deferral / active EE | $10,829 | $8,405+28.8% | $7,714+40.4% | $5,983+81.0% |
| Admin fee / account holder | $357 | $15,405-97.7% | $12,431-97.1% | $11,250-96.8% |