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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 | $75,601 | $129,737-41.7% | $119,126-36.5% | $154,746-51.1% |
| Participation rate | 36.8% | 78.9%-42.0pp | 75.8%-38.9pp | 80.7%-43.9pp |
| Annual return | 13.27% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $622 | $4,375-85.8% | $4,034-84.6% | $4,379-85.8% |
| Participant deferral / active EE | $1,991 | $5,842-65.9% | $5,318-62.6% | $6,730-70.4% |
| Admin fee / account holder | $11,313 | $11,961-5.4% | $10,693+5.8% | $14,365-21.2% |