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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 | $107,993 | $141,004-23.4% | $112,273-3.8% | $139,456-22.6% |
| Participation rate | 44.4% | 79.2%-34.8pp | 72.4%-28.0pp | 80.3%-35.9pp |
| Annual return | 10.56% | 32.75%-22.2pp | 30.23%-19.7pp | 373.45%-362.9pp |
| Employer contribution / active EE | $257 | $4,285-94.0% | $3,431-92.5% | $4,753-94.6% |
| Participant deferral / active EE | $4,283 | $5,878-27.1% | $4,800-10.8% | $6,711-36.2% |
| Admin fee / account holder | $1,116 | $9,959-88.8% | $7,752-85.6% | $11,407-90.2% |