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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 | $154,228-47.5% | $145,433-44.3% | $137,256-41.0% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 13.23% | 74.59%-61.4pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $489 | $4,804-89.8% | $4,554-89.3% | $4,156-88.2% |
| Participant deferral / active EE | $6,818 | $8,216-17.0% | $7,897-13.7% | $6,407+6.4% |
| Admin fee / account holder | $1,254 | $14,344-91.3% | $13,129-90.4% | $12,270-89.8% |