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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 | $96,563 | $149,679-35.5% | $117,039-17.5% | $147,586-34.6% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 19.48% | 19.31%+0.2pp | 18.95%+0.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $171 | $4,937-96.5% | $3,785-95.5% | $4,876-96.5% |
| Participant deferral / active EE | $1,292 | $4,912-73.7% | $3,929-67.1% | $5,439-76.2% |
| Admin fee / account holder | $524 | $7,856-93.3% | $5,974-91.2% | $10,886-95.2% |