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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 | $60,259 | $111,535-46.0% | $105,223-42.7% | $137,256-56.1% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 18.58% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $794 | $3,939-79.9% | $3,689-78.5% | $4,156-80.9% |
| Participant deferral / active EE | $6,106 | $5,500+11.0% | $5,072+20.4% | $6,407-4.7% |
| Admin fee / account holder | $440 | $9,721-95.5% | $8,859-95.0% | $12,270-96.4% |