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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 | $62,255 | $162,136-61.6% | $152,301-59.1% | $154,746-59.8% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 21.50% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $505 | $4,890-89.7% | $4,624-89.1% | $4,379-88.5% |
| Participant deferral / active EE | $3,933 | $8,341-52.8% | $8,004-50.9% | $6,730-41.6% |
| Admin fee / account holder | $329 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |