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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 | $78,097 | $174,379-55.2% | $152,093-48.7% | $138,895-43.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.78% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $865 | $4,652-81.4% | $4,175-79.3% | $4,194-79.4% |
| Participant deferral / active EE | $2,885 | $6,159-53.2% | $5,451-47.1% | $6,396-54.9% |
| Admin fee / account holder | $3,274 | $16,880-80.6% | $14,497-77.4% | $12,562-73.9% |