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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 | $81,065 | $135,956-40.4% | $123,894-34.6% | $273,972-70.4% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 8.69% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $699 | $5,170-86.5% | $4,617-84.9% | $4,869-85.6% |
| Participant deferral / active EE | $2,980 | $6,343-53.0% | $5,984-50.2% | $5,287-43.6% |
| Admin fee / account holder | $3,241 | $9,817-67.0% | $8,357-61.2% | $10,133-68.0% |