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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 | $76,751 | $114,119-32.7% | $107,187-28.4% | $138,895-44.7% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 79.9%-43.6pp |
| Annual return | 20.35% | 273.21%-252.9pp | 204.55%-184.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $180 | $4,059-95.6% | $3,782-95.2% | $4,194-95.7% |
| Participant deferral / active EE | $4,205 | $5,538-24.1% | $5,096-17.5% | $6,396-34.3% |
| Admin fee / account holder | $480 | $10,024-95.2% | $9,162-94.8% | $12,562-96.2% |