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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 | $71,951 | $111,535-35.5% | $105,223-31.6% | $137,256-47.6% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 80.0%-23.7pp |
| Annual return | 16.72% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $766 | $3,939-80.6% | $3,689-79.2% | $4,156-81.6% |
| Participant deferral / active EE | $4,499 | $5,500-18.2% | $5,072-11.3% | $6,407-29.8% |
| Admin fee / account holder | $353 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |