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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 | $85,001 | $185,312-54.1% | $161,489-47.4% | $154,746-45.1% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 16.14% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $758 | $4,769-84.1% | $4,268-82.2% | $4,379-82.7% |
| Participant deferral / active EE | $6,234 | $6,350-1.8% | $5,630+10.7% | $6,730-7.4% |
| Admin fee / account holder | $645 | $18,654-96.5% | $16,006-96.0% | $14,365-95.5% |