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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 | $100,312 | $201,264-50.2% | $184,185-45.5% | $145,978-31.3% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 22.25% | 29.00%-6.7pp | 28.81%-6.6pp | 550.52%-528.3pp |
| Employer contribution / active EE | $1,185 | $7,021-83.1% | $6,426-81.6% | $4,662-74.6% |
| Participant deferral / active EE | $6,866 | $9,806-30.0% | $9,132-24.8% | $6,690+2.6% |
| Admin fee / account holder | $383 | $16,376-97.7% | $13,909-97.2% | $13,400-97.1% |