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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 | $60,976 | $254,759-76.1% | $216,567-71.8% | $198,609-69.3% |
| Participation rate | 43.5% | 84.5%-41.0pp | 81.6%-38.2pp | 82.4%-38.9pp |
| Annual return | 14.57% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,306 | $6,096-78.6% | $5,216-75.0% | $5,055-74.2% |
| Participant deferral / active EE | $3,641 | $6,948-47.6% | $6,191-41.2% | $6,977-47.8% |
| Admin fee / account holder | $3,182 | $26,311-87.9% | $21,981-85.5% | $19,030-83.3% |