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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 | $89,628 | $141,004-36.4% | $112,273-20.2% | $139,466-35.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 9.96% | 32.75%-22.8pp | 30.23%-20.3pp | 373.66%-363.7pp |
| Employer contribution / active EE | $427 | $4,285-90.0% | $3,431-87.5% | $4,754-91.0% |
| Participant deferral / active EE | $5,422 | $5,878-7.8% | $4,800+13.0% | $6,712-19.2% |
| Admin fee / account holder | $3,952 | $9,959-60.3% | $7,752-49.0% | $11,409-65.4% |