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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 | $67,205 | $111,535-39.7% | $105,223-36.1% | $137,256-51.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 18.50% | 237.85%-219.4pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $642 | $3,939-83.7% | $3,689-82.6% | $4,156-84.5% |
| Participant deferral / active EE | $2,541 | $5,500-53.8% | $5,072-49.9% | $6,407-60.3% |
| Admin fee / account holder | $1,168 | $9,721-88.0% | $8,859-86.8% | $12,270-90.5% |