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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 | $223,823-69.4% | $211,142-67.5% | $154,746-55.7% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 18.41% | 50.39%-32.0pp | 46.84%-28.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,038 | $6,787-84.7% | $6,442-83.9% | $4,379-76.3% |
| Participant deferral / active EE | $4,936 | $9,750-49.4% | $9,284-46.8% | $6,730-26.7% |
| Admin fee / account holder | $1,552 | $19,707-92.1% | $19,076-91.9% | $14,365-89.2% |