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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 | $84,913 | $174,379-51.3% | $152,093-44.2% | $138,895-38.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 17.87% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $442 | $4,652-90.5% | $4,175-89.4% | $4,194-89.5% |
| Participant deferral / active EE | $6,691 | $6,159+8.6% | $5,451+22.7% | $6,396+4.6% |
| Admin fee / account holder | $771 | $16,880-95.4% | $14,497-94.7% | $12,562-93.9% |