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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 | $67,568 | $201,372-66.4% | $184,260-63.3% | $145,884-53.7% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 9.78% | 29.04%-19.3pp | 28.84%-19.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,416 | $7,024-79.8% | $6,427-78.0% | $4,662-69.6% |
| Participant deferral / active EE | $6,418 | $9,808-34.6% | $9,133-29.7% | $6,690-4.1% |
| Admin fee / account holder | $979 | $16,362-94.0% | $13,898-93.0% | $13,392-92.7% |