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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 | $76,104 | $183,516-58.5% | $155,534-51.1% | $145,884-47.8% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 14.81% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $948 | $5,315-82.2% | $4,675-79.7% | $4,662-79.7% |
| Participant deferral / active EE | $5,491 | $6,467-15.1% | $5,630-2.5% | $6,690-17.9% |
| Admin fee / account holder | $1,314 | $19,293-93.2% | $15,900-91.7% | $13,392-90.2% |