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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 | $113,835 | $199,109-42.8% | $173,730-34.5% | $154,746-26.4% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 12.36% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $689 | $5,311-87.0% | $4,577-84.9% | $4,379-84.3% |
| Participant deferral / active EE | $4,114 | $7,113-42.2% | $6,326-35.0% | $6,730-38.9% |
| Admin fee / account holder | $2,756 | $20,916-86.8% | $17,523-84.3% | $14,365-80.8% |