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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 | $102,659 | $201,344-49.0% | $184,243-44.3% | $145,877-29.6% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 11.41% | 29.01%-17.6pp | 28.82%-17.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $616 | $7,022-91.2% | $6,427-90.4% | $4,663-86.8% |
| Participant deferral / active EE | $5,750 | $9,807-41.4% | $9,132-37.0% | $6,691-14.1% |
| Admin fee / account holder | $357 | $16,382-97.8% | $13,914-97.4% | $13,402-97.3% |