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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 | $185,312-44.8% | $161,489-36.6% | $154,746-33.9% |
| Participation rate | 9.1% | 82.5%-73.4pp | 78.7%-69.6pp | 80.7%-71.6pp |
| Annual return | 22.97% | 103.84%-80.9pp | 89.72%-66.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $567 | $4,769-88.1% | $4,268-86.7% | $4,379-87.0% |
| Participant deferral / active EE | $2,826 | $6,350-55.5% | $5,630-49.8% | $6,730-58.0% |
| Admin fee / account holder | $861 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |