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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 | $56,608 | $201,370-71.9% | $184,256-69.3% | $145,897-61.2% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 13.71% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $901 | $7,024-87.2% | $6,427-86.0% | $4,663-80.7% |
| Participant deferral / active EE | $5,388 | $9,808-45.1% | $9,133-41.0% | $6,689-19.5% |
| Admin fee / account holder | $878 | $16,364-94.6% | $13,899-93.7% | $13,390-93.4% |