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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 | $82,824 | $178,174-53.5% | $156,181-47.0% | $137,256-39.7% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 15.83% | 84.19%-68.4pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $365 | $4,972-92.7% | $4,294-91.5% | $4,156-91.2% |
| Participant deferral / active EE | $2,418 | $6,888-64.9% | $6,132-60.6% | $6,407-62.3% |
| Admin fee / account holder | $2,780 | $17,404-84.0% | $14,586-80.9% | $12,270-77.3% |