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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 | $62,823 | $165,381-62.0% | $149,730-58.0% | $158,966-60.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.31% | 348.29%-340.0pp | 276.70%-268.4pp | 302.95%-294.6pp |
| Employer contribution / active EE | $811 | $5,104-84.1% | $4,645-82.5% | $4,762-83.0% |
| Participant deferral / active EE | $4,570 | $7,182-36.4% | $6,843-33.2% | $5,983-23.6% |
| Admin fee / account holder | $940 | $10,809-91.3% | $9,310-89.9% | $11,250-91.6% |