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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 | $57,877 | $165,381-65.0% | $149,730-61.3% | $158,966-63.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 20.58% | 348.29%-327.7pp | 276.70%-256.1pp | 302.95%-282.4pp |
| Employer contribution / active EE | $774 | $5,104-84.8% | $4,645-83.3% | $4,762-83.7% |
| Participant deferral / active EE | $3,784 | $7,182-47.3% | $6,843-44.7% | $5,983-36.8% |
| Admin fee / account holder | $3,143 | $10,809-70.9% | $9,310-66.2% | $11,250-72.1% |