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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 | $65,327 | $156,398-58.2% | $147,318-55.7% | $138,895-53.0% |
| Participation rate | 40.9% | 83.8%-42.8pp | 82.1%-41.2pp | 79.9%-39.0pp |
| Annual return | 15.48% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $683 | $4,853-85.9% | $4,593-85.1% | $4,194-83.7% |
| Participant deferral / active EE | $3,743 | $8,237-54.6% | $7,906-52.7% | $6,396-41.5% |
| Admin fee / account holder | $1,516 | $14,976-89.9% | $13,708-88.9% | $12,562-87.9% |