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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 | $81,044 | $199,109-59.3% | $173,730-53.4% | $154,746-47.6% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.6%-24.0pp | 80.7%-25.1pp |
| Annual return | 20.52% | 20.02%+0.5pp | 19.96%+0.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,105 | $5,311-79.2% | $4,577-75.9% | $4,379-74.8% |
| Participant deferral / active EE | $4,344 | $7,113-38.9% | $6,326-31.3% | $6,730-35.5% |
| Admin fee / account holder | $1,054 | $20,916-95.0% | $17,523-94.0% | $14,365-92.7% |