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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 | $70,732 | $181,062-60.9% | $158,223-55.3% | $155,188-54.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.48% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $778 | $4,565-82.9% | $4,109-81.1% | $4,248-81.7% |
| Participant deferral / active EE | $4,988 | $6,134-18.7% | $5,467-8.8% | $6,531-23.6% |
| Admin fee / account holder | $1,944 | $18,825-89.7% | $16,047-87.9% | $14,480-86.6% |