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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 | $77,978 | $178,174-56.2% | $156,181-50.1% | $137,256-43.2% |
| Participation rate | 27.8% | 82.0%-54.3pp | 78.8%-51.1pp | 80.0%-52.2pp |
| Annual return | 21.54% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $738 | $4,972-85.2% | $4,294-82.8% | $4,156-82.2% |
| Participant deferral / active EE | $3,025 | $6,888-56.1% | $6,132-50.7% | $6,407-52.8% |
| Admin fee / account holder | $580 | $17,404-96.7% | $14,586-96.0% | $12,270-95.3% |