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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 | $81,002 | $156,398-48.2% | $147,318-45.0% | $138,895-41.7% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.1pp | 79.9%-27.0pp |
| Annual return | 13.23% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $489 | $4,853-89.9% | $4,593-89.4% | $4,194-88.3% |
| Participant deferral / active EE | $6,818 | $8,237-17.2% | $7,906-13.8% | $6,396+6.6% |
| Admin fee / account holder | $1,254 | $14,976-91.6% | $13,708-90.8% | $12,562-90.0% |