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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 | $60,302 | $103,393-41.7% | $87,103-30.8% | $152,909-60.6% |
| Participation rate | 65.2% | 79.4%-14.1pp | 76.9%-11.7pp | 82.5%-17.2pp |
| Annual return | 29.82% | 28.10%+1.7pp | 28.19%+1.6pp | 345.46%-315.6pp |
| Employer contribution / active EE | $488 | $3,221-84.8% | $2,521-80.6% | $4,764-89.8% |
| Participant deferral / active EE | $5,519 | $4,778+15.5% | $4,049+36.3% | $5,851-5.7% |
| Admin fee / account holder | $3,871 | $12,195-68.3% | $7,491-48.3% | $11,601-66.6% |