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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 | $64,952 | $111,535-41.8% | $105,223-38.3% | $137,256-52.7% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.8pp | 80.0%-44.7pp |
| Annual return | 19.75% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $787 | $3,939-80.0% | $3,689-78.7% | $4,156-81.1% |
| Participant deferral / active EE | $3,050 | $5,500-44.5% | $5,072-39.9% | $6,407-52.4% |
| Admin fee / account holder | $958 | $9,721-90.1% | $8,859-89.2% | $12,270-92.2% |