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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 | $98,153 | $104,664-6.2% | $85,693+14.5% | $167,518-41.4% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.9%-49.9pp | 82.1%-62.1pp |
| Annual return | 14.52% | 21.45%-6.9pp | 21.49%-7.0pp | 478.71%-464.2pp |
| Employer contribution / active EE | $318 | $3,337-90.5% | $2,618-87.9% | $4,838-93.4% |
| Participant deferral / active EE | $2,742 | $4,824-43.2% | $3,923-30.1% | $6,342-56.8% |
| Admin fee / account holder | $1,388 | $10,032-86.2% | $6,874-79.8% | $12,312-88.7% |