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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 | $92,024 | $178,174-48.4% | $156,181-41.1% | $137,256-33.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 18.41% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $999 | $4,972-79.9% | $4,294-76.7% | $4,156-76.0% |
| Participant deferral / active EE | $8,599 | $6,888+24.8% | $6,132+40.2% | $6,407+34.2% |
| Admin fee / account holder | $5,474 | $17,404-68.5% | $14,586-62.5% | $12,270-55.4% |