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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 | $83,448 | $223,823-62.7% | $211,142-60.5% | $154,746-46.1% |
| Participation rate | 55.6% | 87.9%-32.3pp | 87.3%-31.7pp | 80.7%-25.1pp |
| Annual return | 22.60% | 50.39%-27.8pp | 46.84%-24.2pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,426 | $6,787-79.0% | $6,442-77.9% | $4,379-67.4% |
| Participant deferral / active EE | $5,174 | $9,750-46.9% | $9,284-44.3% | $6,730-23.1% |
| Admin fee / account holder | $506 | $19,707-97.4% | $19,076-97.3% | $14,365-96.5% |