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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 | $59,338 | $185,312-68.0% | $161,489-63.3% | $154,746-61.7% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 15.68% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $712 | $4,769-85.1% | $4,268-83.3% | $4,379-83.8% |
| Participant deferral / active EE | $2,366 | $6,350-62.7% | $5,630-58.0% | $6,730-64.9% |
| Admin fee / account holder | $2,623 | $18,654-85.9% | $16,006-83.6% | $14,365-81.7% |