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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 | $122,160 | $197,625-38.2% | $177,840-31.3% | $158,966-23.2% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 9.94% | 58.76%-48.8pp | 48.32%-38.4pp | 302.95%-293.0pp |
| Employer contribution / active EE | $902 | $6,698-86.5% | $5,919-84.8% | $4,762-81.1% |
| Participant deferral / active EE | $5,180 | $8,405-38.4% | $7,714-32.8% | $5,983-13.4% |
| Admin fee / account holder | $342 | $15,405-97.8% | $12,431-97.2% | $11,250-97.0% |