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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 | $81,607 | $100,970-19.2% | $96,576-15.5% | $137,256-40.5% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 20.27% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,169 | $8,286+10.7% | $7,956+15.2% | $6,407+43.1% |
| Admin fee / account holder | $2,086 | $11,312-81.6% | $11,381-81.7% | $12,270-83.0% |