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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 | $86,704 | $154,228-43.8% | $145,433-40.4% | $137,256-36.8% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 13.11% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $795 | $4,804-83.4% | $4,554-82.5% | $4,156-80.9% |
| Participant deferral / active EE | $3,754 | $8,216-54.3% | $7,897-52.5% | $6,407-41.4% |
| Admin fee / account holder | $3,051 | $14,344-78.7% | $13,129-76.8% | $12,270-75.1% |