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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 | $77,440 | $114,119-32.1% | $107,187-27.8% | $138,895-44.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 18.08% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $398 | $4,059-90.2% | $3,782-89.5% | $4,194-90.5% |
| Participant deferral / active EE | $2,488 | $5,538-55.1% | $5,096-51.2% | $6,396-61.1% |
| Admin fee / account holder | $2,807 | $10,024-72.0% | $9,162-69.4% | $12,562-77.7% |