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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 | $109,726 | $199,109-44.9% | $173,730-36.8% | $154,746-29.1% |
| Participation rate | 18.2% | 82.8%-64.6pp | 79.6%-61.4pp | 80.7%-62.5pp |
| Annual return | 16.23% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $402 | $5,311-92.4% | $4,577-91.2% | $4,379-90.8% |
| Participant deferral / active EE | $2,980 | $7,113-58.1% | $6,326-52.9% | $6,730-55.7% |
| Admin fee / account holder | $2,796 | $20,916-86.6% | $17,523-84.0% | $14,365-80.5% |