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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 | $88,561 | $178,174-50.3% | $156,181-43.3% | $137,256-35.5% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.8%-19.7pp | 80.0%-20.9pp |
| Annual return | 14.09% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $313 | $4,972-93.7% | $4,294-92.7% | $4,156-92.5% |
| Participant deferral / active EE | $3,124 | $6,888-54.6% | $6,132-49.1% | $6,407-51.2% |
| Admin fee / account holder | $6,667 | $17,404-61.7% | $14,586-54.3% | $12,270-45.7% |