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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 | $62,443 | $156,398-60.1% | $147,318-57.6% | $138,895-55.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 27.82% | 78.75%-50.9pp | 70.43%-42.6pp | 145.39%-117.6pp |
| Employer contribution / active EE | $812 | $4,853-83.3% | $4,593-82.3% | $4,194-80.6% |
| Participant deferral / active EE | $4,644 | $8,237-43.6% | $7,906-41.3% | $6,396-27.4% |
| Admin fee / account holder | $375 | $14,976-97.5% | $13,708-97.3% | $12,562-97.0% |