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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 | $134,817-43.9% | $123,973-39.0% | $155,188-51.3% |
| Participation rate | 36.8% | 79.4%-42.6pp | 76.7%-39.8pp | 80.8%-44.0pp |
| Annual return | 13.27% | 515.49%-502.2pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $622 | $4,425-85.9% | $4,126-84.9% | $4,248-85.4% |
| Participant deferral / active EE | $1,991 | $5,706-65.1% | $5,247-62.1% | $6,531-69.5% |
| Admin fee / account holder | $11,313 | $13,245-14.6% | $11,799-4.1% | $14,480-21.9% |