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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 | $92,748 | $162,821-43.0% | $133,978-30.8% | $158,982-41.7% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 18.92% | 41.95%-23.0pp | 45.10%-26.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $470 | $4,976-90.6% | $3,919-88.0% | $4,763-90.1% |
| Participant deferral / active EE | $5,510 | $5,910-6.8% | $5,047+9.2% | $5,983-7.9% |
| Admin fee / account holder | $3,122 | $11,742-73.4% | $8,930-65.0% | $11,252-72.3% |