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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 | $88,997 | $201,264-55.8% | $184,185-51.7% | $145,978-39.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 10.74% | 29.00%-18.3pp | 28.81%-18.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $731 | $7,021-89.6% | $6,426-88.6% | $4,662-84.3% |
| Participant deferral / active EE | $6,152 | $9,806-37.3% | $9,132-32.6% | $6,690-8.0% |
| Admin fee / account holder | $790 | $16,376-95.2% | $13,909-94.3% | $13,400-94.1% |