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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 | $94,802 | $162,821-41.8% | $133,978-29.2% | $158,982-40.4% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 9.55% | 41.95%-32.4pp | 45.10%-35.5pp | 302.99%-293.4pp |
| Employer contribution / active EE | $208 | $4,976-95.8% | $3,919-94.7% | $4,763-95.6% |
| Participant deferral / active EE | $4,641 | $5,910-21.5% | $5,047-8.0% | $5,983-22.4% |
| Admin fee / account holder | $1,085 | $11,742-90.8% | $8,930-87.8% | $11,252-90.4% |