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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 | $55,337 | $213,785-74.1% | $185,441-70.2% | $155,188-64.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 20.34% | 19.97%+0.4pp | 20.16%+0.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $601 | $5,393-88.9% | $4,672-87.1% | $4,248-85.9% |
| Participant deferral / active EE | $4,383 | $6,864-36.1% | $6,152-28.7% | $6,531-32.9% |
| Admin fee / account holder | $757 | $21,134-96.4% | $17,890-95.8% | $14,480-94.8% |