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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 | $93,773 | $114,119-17.8% | $107,187-12.5% | $138,895-32.5% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 79.9%-24.9pp |
| Annual return | 11.56% | 273.21%-261.6pp | 204.55%-193.0pp | 145.39%-133.8pp |
| Employer contribution / active EE | $382 | $4,059-90.6% | $3,782-89.9% | $4,194-90.9% |
| Participant deferral / active EE | $1,521 | $5,538-72.5% | $5,096-70.2% | $6,396-76.2% |
| Admin fee / account holder | $2,244 | $10,024-77.6% | $9,162-75.5% | $12,562-82.1% |