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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 | $99,456 | $185,312-46.3% | $161,489-38.4% | $154,746-35.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 19.44% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $903 | $4,769-81.1% | $4,268-78.8% | $4,379-79.4% |
| Participant deferral / active EE | $6,604 | $6,350+4.0% | $5,630+17.3% | $6,730-1.9% |
| Admin fee / account holder | $588 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |