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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 | $69,299 | $162,136-57.3% | $152,301-54.5% | $154,746-55.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 23.70% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $893 | $4,890-81.7% | $4,624-80.7% | $4,379-79.6% |
| Participant deferral / active EE | $10,464 | $8,341+25.5% | $8,004+30.7% | $6,730+55.5% |
| Admin fee / account holder | $383 | $15,759-97.6% | $14,398-97.3% | $14,365-97.3% |