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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 | $68,815 | $154,228-55.4% | $145,433-52.7% | $137,256-49.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.57% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $626 | $4,804-87.0% | $4,554-86.3% | $4,156-84.9% |
| Participant deferral / active EE | $5,869 | $8,216-28.6% | $7,897-25.7% | $6,407-8.4% |
| Admin fee / account holder | $1,390 | $14,344-90.3% | $13,129-89.4% | $12,270-88.7% |