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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 | $49,485 | $172,111-71.2% | $150,298-67.1% | $137,256-63.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.75% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $695 | $4,636-85.0% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $4,963 | $6,166-19.5% | $5,453-9.0% | $6,407-22.5% |
| Admin fee / account holder | $467 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |