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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 | $80,647 | $162,821-50.5% | $133,978-39.8% | $158,982-49.3% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 32.02% | 41.95%-9.9pp | 45.10%-13.1pp | 302.99%-271.0pp |
| Employer contribution / active EE | $362 | $4,976-92.7% | $3,919-90.8% | $4,763-92.4% |
| Participant deferral / active EE | $1,872 | $5,910-68.3% | $5,047-62.9% | $5,983-68.7% |
| Admin fee / account holder | $956 | $11,742-91.9% | $8,930-89.3% | $11,252-91.5% |