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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 | $126,697 | $223,823-43.4% | $211,142-40.0% | $154,746-18.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 18.34% | 50.39%-32.1pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,031 | $6,787-84.8% | $6,442-84.0% | $4,379-76.5% |
| Participant deferral / active EE | $3,487 | $9,750-64.2% | $9,284-62.4% | $6,730-48.2% |
| Admin fee / account holder | $709 | $19,707-96.4% | $19,076-96.3% | $14,365-95.1% |