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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 | $64,489 | $111,535-42.2% | $105,223-38.7% | $137,256-53.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 21.23% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $116 | $3,939-97.0% | $3,689-96.8% | $4,156-97.2% |
| Participant deferral / active EE | $7,450 | $5,500+35.5% | $5,072+46.9% | $6,407+16.3% |
| Admin fee / account holder | $867 | $9,721-91.1% | $8,859-90.2% | $12,270-92.9% |