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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 | $65,339 | $96,731-32.5% | $123,973-47.3% | $86,983-24.9% |
| Participation rate | 66.0% | 70.0%-4.0pp | 76.7%-10.6pp | 69.5%-3.5pp |
| Annual return | 15.81% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $439 | $3,297-86.7% | $4,126-89.4% | $2,584-83.0% |
| Participant deferral / active EE | $1,997 | $4,152-51.9% | $5,247-61.9% | $4,194-52.4% |
| Admin fee / account holder | $1,368 | $8,722-84.3% | $11,799-88.4% | $7,856-82.6% |