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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 | $86,938 | $165,381-47.4% | $149,730-41.9% | $158,966-45.3% |
| Participation rate | 56.5% | 84.6%-28.1pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 12.82% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $580 | $5,104-88.6% | $4,645-87.5% | $4,762-87.8% |
| Participant deferral / active EE | $3,677 | $7,182-48.8% | $6,843-46.3% | $5,983-38.5% |
| Admin fee / account holder | $2,801 | $10,809-74.1% | $9,310-69.9% | $11,250-75.1% |