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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 | $70,051 | $134,817-48.0% | $123,973-43.5% | $155,188-54.9% |
| Participation rate | 30.8% | 79.4%-48.6pp | 76.7%-45.9pp | 80.8%-50.0pp |
| Annual return | 17.71% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $807 | $4,425-81.8% | $4,126-80.4% | $4,248-81.0% |
| Participant deferral / active EE | $2,184 | $5,706-61.7% | $5,247-58.4% | $6,531-66.6% |
| Admin fee / account holder | $2,576 | $13,245-80.6% | $11,799-78.2% | $14,480-82.2% |