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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 | $184,014-69.9% | $161,149-65.7% | $138,895-60.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 20.34% | 21.52%-1.2pp | 21.16%-0.8pp | 145.39%-125.1pp |
| Employer contribution / active EE | $601 | $5,055-88.1% | $4,360-86.2% | $4,194-85.7% |
| Participant deferral / active EE | $4,383 | $6,909-36.6% | $6,153-28.8% | $6,396-31.5% |
| Admin fee / account holder | $757 | $18,027-95.8% | $15,194-95.0% | $12,562-94.0% |