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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 | $64,262 | $199,109-67.7% | $173,730-63.0% | $154,746-58.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 16.62% | 20.02%-3.4pp | 19.96%-3.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $836 | $5,311-84.3% | $4,577-81.7% | $4,379-80.9% |
| Participant deferral / active EE | $3,220 | $7,113-54.7% | $6,326-49.1% | $6,730-52.2% |
| Admin fee / account holder | $2,476 | $20,916-88.2% | $17,523-85.9% | $14,365-82.8% |