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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 | $102,351 | $172,111-40.5% | $150,298-31.9% | $137,256-25.4% |
| Participation rate | 9.1% | 81.7%-72.6pp | 77.8%-68.7pp | 80.0%-70.9pp |
| Annual return | 22.97% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $567 | $4,636-87.8% | $4,154-86.3% | $4,156-86.4% |
| Participant deferral / active EE | $2,826 | $6,166-54.2% | $5,453-48.2% | $6,407-55.9% |
| Admin fee / account holder | $861 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |