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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 | $155,555-58.0% | $146,866-55.5% | $155,188-57.9% |
| Participation rate | 40.9% | 84.0%-43.0pp | 82.5%-41.6pp | 80.8%-39.9pp |
| Annual return | 15.48% | 115.41%-99.9pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $683 | $4,647-85.3% | $4,425-84.6% | $4,248-83.9% |
| Participant deferral / active EE | $3,743 | $8,044-53.5% | $7,759-51.8% | $6,531-42.7% |
| Admin fee / account holder | $1,516 | $14,755-89.7% | $13,620-88.9% | $14,480-89.5% |