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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 | $90,098 | $197,603-54.4% | $177,827-49.3% | $158,950-43.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 15.79% | 58.76%-43.0pp | 48.32%-32.5pp | 302.91%-287.1pp |
| Employer contribution / active EE | $1,292 | $6,698-80.7% | $5,918-78.2% | $4,762-72.9% |
| Participant deferral / active EE | $6,539 | $8,404-22.2% | $7,713-15.2% | $5,983+9.3% |
| Admin fee / account holder | $1,169 | $15,402-92.4% | $12,429-90.6% | $11,248-89.6% |