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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 | $96,251 | $181,062-46.8% | $158,223-39.2% | $155,188-38.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 15.10% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $786 | $4,565-82.8% | $4,109-80.9% | $4,248-81.5% |
| Participant deferral / active EE | $2,010 | $6,134-67.2% | $5,467-63.2% | $6,531-69.2% |
| Admin fee / account holder | $713 | $18,825-96.2% | $16,047-95.6% | $14,480-95.1% |