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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 | $70,866 | $201,344-64.8% | $184,243-61.5% | $145,877-51.4% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 27.61% | 29.01%-1.4pp | 28.82%-1.2pp | 551.28%-523.7pp |
| Employer contribution / active EE | $1,413 | $7,022-79.9% | $6,427-78.0% | $4,663-69.7% |
| Participant deferral / active EE | $6,025 | $9,807-38.6% | $9,132-34.0% | $6,691-9.9% |
| Admin fee / account holder | $3,203 | $16,382-80.5% | $13,914-77.0% | $13,402-76.1% |