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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 | $69,165 | $139,948-50.6% | $121,663-43.2% | $154,746-55.3% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 16.94% | 230.52%-213.6pp | 147.54%-130.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $371 | $3,521-89.5% | $3,020-87.7% | $4,379-91.5% |
| Participant deferral / active EE | $2,094 | $5,629-62.8% | $4,887-57.2% | $6,730-68.9% |
| Admin fee / account holder | $3,688 | $17,321-78.7% | $14,289-74.2% | $14,365-74.3% |