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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 | $65,843 | $185,312-64.5% | $161,489-59.2% | $154,746-57.5% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.7%-42.3pp | 80.7%-44.3pp |
| Annual return | 17.49% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $859 | $4,769-82.0% | $4,268-79.9% | $4,379-80.4% |
| Participant deferral / active EE | $3,911 | $6,350-38.4% | $5,630-30.5% | $6,730-41.9% |
| Admin fee / account holder | $416 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |