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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 | $68,578 | $209,336-67.2% | $197,124-65.2% | $137,256-50.0% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 18.41% | 48.09%-29.7pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,038 | $6,591-84.3% | $6,227-83.3% | $4,156-75.0% |
| Participant deferral / active EE | $4,936 | $9,614-48.7% | $9,135-46.0% | $6,407-23.0% |
| Admin fee / account holder | $1,552 | $17,308-91.0% | $16,298-90.5% | $12,270-87.3% |