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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 | $88,187 | $104,251-15.4% | $91,004-3.1% | $147,586-40.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 20.86% | 27.06%-6.2pp | 4.60%+16.3pp | 578.59%-557.7pp |
| Employer contribution / active EE | $306 | $3,116-90.2% | $2,456-87.5% | $4,876-93.7% |
| Participant deferral / active EE | $4,882 | $4,195+16.4% | $3,548+37.6% | $5,439-10.2% |
| Admin fee / account holder | $1,230 | $8,948-86.3% | $5,417-77.3% | $10,886-88.7% |