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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 | $88,306 | $110,212-19.9% | $96,534-8.5% | $139,466-36.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 28.13% | 26.42%+1.7pp | 25.88%+2.2pp | 373.66%-345.5pp |
| Employer contribution / active EE | $605 | $3,620-83.3% | $2,965-79.6% | $4,754-87.3% |
| Participant deferral / active EE | $2,910 | $5,547-47.5% | $4,851-40.0% | $6,712-56.6% |
| Admin fee / account holder | $1,319 | $11,599-88.6% | $8,253-84.0% | $11,409-88.4% |