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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 | $88,452 | $162,136-45.4% | $152,301-41.9% | $154,746-42.8% |
| Participation rate | 23.5% | 84.1%-60.6pp | 82.4%-58.9pp | 80.7%-57.2pp |
| Annual return | 19.27% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $634 | $4,890-87.0% | $4,624-86.3% | $4,379-85.5% |
| Participant deferral / active EE | $3,446 | $8,341-58.7% | $8,004-57.0% | $6,730-48.8% |
| Admin fee / account holder | $967 | $15,759-93.9% | $14,398-93.3% | $14,365-93.3% |