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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 | $57,146 | $213,785-73.3% | $185,441-69.2% | $155,188-63.2% |
| Participation rate | 46.2% | 83.2%-37.1pp | 80.3%-34.1pp | 80.8%-34.6pp |
| Annual return | 17.26% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,049 | $5,393-80.5% | $4,672-77.5% | $4,248-75.3% |
| Participant deferral / active EE | $3,769 | $6,864-45.1% | $6,152-38.7% | $6,531-42.3% |
| Admin fee / account holder | $916 | $21,134-95.7% | $17,890-94.9% | $14,480-93.7% |