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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 | $65,079 | $155,555-58.2% | $146,866-55.7% | $155,188-58.1% |
| Participation rate | 17.4% | 84.0%-66.6pp | 82.5%-65.1pp | 80.8%-63.4pp |
| Annual return | 11.74% | 115.41%-103.7pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $630 | $4,647-86.4% | $4,425-85.8% | $4,248-85.2% |
| Participant deferral / active EE | $3,054 | $8,044-62.0% | $7,759-60.6% | $6,531-53.2% |
| Admin fee / account holder | $30,596 | $14,755+107.4% | $13,620+124.6% | $14,480+111.3% |