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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 | $55,174 | $181,062-69.5% | $158,223-65.1% | $155,188-64.4% |
| Participation rate | 47.6% | 82.7%-35.0pp | 79.2%-31.6pp | 80.8%-33.2pp |
| Annual return | 17.09% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $709 | $4,565-84.5% | $4,109-82.8% | $4,248-83.3% |
| Participant deferral / active EE | $2,745 | $6,134-55.2% | $5,467-49.8% | $6,531-58.0% |
| Admin fee / account holder | $3,288 | $18,825-82.5% | $16,047-79.5% | $14,480-77.3% |