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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 | $251,004-56.1% | $191,597-42.5% | $138,895-20.7% |
| Participation rate | 33.3% | 82.4%-49.0pp | 76.9%-43.6pp | 79.9%-46.6pp |
| Annual return | 15.27% | 31.05%-15.8pp | 27.07%-11.8pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,369 | $6,226-78.0% | $5,025-72.8% | $4,194-67.4% |
| Participant deferral / active EE | $2,767 | $8,154-66.1% | $6,850-59.6% | $6,396-56.7% |
| Admin fee / account holder | $3,179 | $31,471-89.9% | $22,799-86.1% | $12,562-74.7% |