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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 | $112,976 | $197,625-42.8% | $177,840-36.5% | $158,966-28.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 12.70% | 58.76%-46.1pp | 48.32%-35.6pp | 302.95%-290.3pp |
| Employer contribution / active EE | $784 | $6,698-88.3% | $5,919-86.8% | $4,762-83.5% |
| Participant deferral / active EE | $6,087 | $8,405-27.6% | $7,714-21.1% | $5,983+1.7% |
| Admin fee / account holder | $673 | $15,405-95.6% | $12,431-94.6% | $11,250-94.0% |