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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 | $55,199 | $185,312-70.2% | $161,489-65.8% | $154,746-64.3% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 15.65% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $476 | $4,769-90.0% | $4,268-88.9% | $4,379-89.1% |
| Participant deferral / active EE | $2,201 | $6,350-65.3% | $5,630-60.9% | $6,730-67.3% |
| Admin fee / account holder | $13,469 | $18,654-27.8% | $16,006-15.9% | $14,365-6.2% |