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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 | $54,813 | $227,399-75.9% | $189,758-71.1% | $198,609-72.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 18.20% | 61.03%-42.8pp | 52.62%-34.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,158 | $5,526-79.0% | $4,767-75.7% | $5,055-77.1% |
| Participant deferral / active EE | $6,378 | $6,837-6.7% | $5,856+8.9% | $6,977-8.6% |
| Admin fee / account holder | $2,135 | $25,162-91.5% | $20,388-89.5% | $19,030-88.8% |