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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 | $57,712 | $114,119-49.4% | $107,187-46.2% | $138,895-58.4% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 14.25% | 273.21%-259.0pp | 204.55%-190.3pp | 145.39%-131.1pp |
| Employer contribution / active EE | $340 | $4,059-91.6% | $3,782-91.0% | $4,194-91.9% |
| Participant deferral / active EE | $2,655 | $5,538-52.1% | $5,096-47.9% | $6,396-58.5% |
| Admin fee / account holder | $3,817 | $10,024-61.9% | $9,162-58.3% | $12,562-69.6% |