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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 | $66,519 | $199,109-66.6% | $173,730-61.7% | $154,746-57.0% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 58.83% | 20.02%+38.8pp | 19.96%+38.9pp | 172.34%-113.5pp |
| Employer contribution / active EE | $1,084 | $5,311-79.6% | $4,577-76.3% | $4,379-75.2% |
| Participant deferral / active EE | $6,575 | $7,113-7.6% | $6,326+3.9% | $6,730-2.3% |
| Admin fee / account holder | $879 | $20,916-95.8% | $17,523-95.0% | $14,365-93.9% |