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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 | $55,776 | $172,111-67.6% | $150,298-62.9% | $137,256-59.4% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 11.63% | 69.37%-57.7pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $267 | $4,636-94.2% | $4,154-93.6% | $4,156-93.6% |
| Participant deferral / active EE | $1,642 | $6,166-73.4% | $5,453-69.9% | $6,407-74.4% |
| Admin fee / account holder | $7,515 | $16,471-54.4% | $14,116-46.8% | $12,270-38.8% |