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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 | $61,024 | $92,798-34.2% | $96,707-36.9% | $137,256-55.5% |
| Participation rate | 54.5% | 81.6%-27.1pp | 80.4%-25.8pp | 80.0%-25.4pp |
| Annual return | 20.81% | 31.24%-10.4pp | 34.78%-14.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $819 | $4,147-80.3% | $4,191-80.5% | $4,156-80.3% |
| Participant deferral / active EE | $5,282 | $5,877-10.1% | $5,997-11.9% | $6,407-17.6% |
| Admin fee / account holder | $554 | $7,946-93.0% | $7,503-92.6% | $12,270-95.5% |