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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 | $76,487 | $142,354-46.3% | $125,529-39.1% | $155,188-50.7% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.7%-34.7pp | 80.8%-40.8pp |
| Annual return | 16.06% | 306.06%-290.0pp | 202.56%-186.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $548 | $3,501-84.4% | $3,058-82.1% | $4,248-87.1% |
| Participant deferral / active EE | $2,649 | $5,491-51.8% | $4,813-45.0% | $6,531-59.4% |
| Admin fee / account holder | $9,667 | $19,392-50.2% | $16,298-40.7% | $14,480-33.2% |