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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 | $54,852 | $201,370-72.8% | $184,256-70.2% | $145,897-62.4% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 11.01% | 29.05%-18.0pp | 28.85%-17.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $74 | $7,024-98.9% | $6,427-98.8% | $4,663-98.4% |
| Participant deferral / active EE | $7,850 | $9,808-20.0% | $9,133-14.0% | $6,689+17.4% |
| Admin fee / account holder | $3,899 | $16,364-76.2% | $13,899-71.9% | $13,390-70.9% |