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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 | $92,865 | $201,264-53.9% | $184,185-49.6% | $145,978-36.4% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 15.36% | 29.00%-13.6pp | 28.81%-13.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $515 | $7,021-92.7% | $6,426-92.0% | $4,662-89.0% |
| Participant deferral / active EE | $4,834 | $9,806-50.7% | $9,132-47.1% | $6,690-27.7% |
| Admin fee / account holder | $5,020 | $16,376-69.3% | $13,909-63.9% | $13,400-62.5% |