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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 | $71,409 | $142,354-49.8% | $125,529-43.1% | $155,188-54.0% |
| Participation rate | 55.0% | 78.1%-23.1pp | 74.7%-19.7pp | 80.8%-25.8pp |
| Annual return | 15.36% | 306.06%-290.7pp | 202.56%-187.2pp | 148.84%-133.5pp |
| Employer contribution / active EE | $463 | $3,501-86.8% | $3,058-84.8% | $4,248-89.1% |
| Participant deferral / active EE | $1,969 | $5,491-64.1% | $4,813-59.1% | $6,531-69.8% |
| Admin fee / account holder | $2,891 | $19,392-85.1% | $16,298-82.3% | $14,480-80.0% |