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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 | $55,693 | $185,312-69.9% | $161,489-65.5% | $154,746-64.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.68% | 103.84%-90.2pp | 89.72%-76.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $860 | $4,769-82.0% | $4,268-79.8% | $4,379-80.4% |
| Participant deferral / active EE | $2,291 | $6,350-63.9% | $5,630-59.3% | $6,730-66.0% |
| Admin fee / account holder | $1,897 | $18,654-89.8% | $16,006-88.1% | $14,365-86.8% |