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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 | $110,092 | $282,059-61.0% | $213,469-48.4% | $154,746-28.9% |
| Participation rate | 33.3% | 82.7%-49.3pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 15.27% | 20.90%-5.6pp | 20.58%-5.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,369 | $6,189-77.9% | $4,994-72.6% | $4,379-68.7% |
| Participant deferral / active EE | $2,767 | $8,186-66.2% | $6,841-59.6% | $6,730-58.9% |
| Admin fee / account holder | $3,179 | $37,435-91.5% | $27,141-88.3% | $14,365-77.9% |