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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 | $106,948 | $209,336-48.9% | $197,124-45.7% | $137,256-22.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 20.13% | 48.09%-28.0pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,335 | $6,591-79.7% | $6,227-78.6% | $4,156-67.9% |
| Participant deferral / active EE | $11,306 | $9,614+17.6% | $9,135+23.8% | $6,407+76.5% |
| Admin fee / account holder | $392 | $17,308-97.7% | $16,298-97.6% | $12,270-96.8% |