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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 | $73,937 | $165,399-55.3% | $149,745-50.6% | $158,982-53.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 25.87% | 348.34%-322.5pp | 276.72%-250.9pp | 302.99%-277.1pp |
| Employer contribution / active EE | $380 | $5,105-92.6% | $4,646-91.8% | $4,763-92.0% |
| Participant deferral / active EE | $8,667 | $7,183+20.7% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $6,055 | $10,811-44.0% | $9,312-35.0% | $11,252-46.2% |