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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 | $53,612 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 18.82% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $741 | $4,804-84.6% | $4,554-83.7% | $4,156-82.2% |
| Participant deferral / active EE | $7,450 | $8,216-9.3% | $7,897-5.7% | $6,407+16.3% |
| Admin fee / account holder | $2,124 | $14,344-85.2% | $13,129-83.8% | $12,270-82.7% |