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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 | $58,832 | $185,312-68.3% | $161,489-63.6% | $154,746-62.0% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.7%-19.6pp | 80.7%-21.6pp |
| Annual return | 11.08% | 103.84%-92.8pp | 89.72%-78.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $909 | $4,769-80.9% | $4,268-78.7% | $4,379-79.2% |
| Participant deferral / active EE | $2,369 | $6,350-62.7% | $5,630-57.9% | $6,730-64.8% |
| Admin fee / account holder | $788 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |