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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 | $82,592 | $154,228-46.4% | $145,433-43.2% | $137,256-39.8% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $667 | $4,804-86.1% | $4,554-85.3% | $4,156-83.9% |
| Participant deferral / active EE | $2,632 | $8,216-68.0% | $7,897-66.7% | $6,407-58.9% |
| Admin fee / account holder | $2,483 | $14,344-82.7% | $13,129-81.1% | $12,270-79.8% |