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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 | $68,812 | $165,361-58.4% | $149,715-54.0% | $158,950-56.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.01% | 348.24%-337.2pp | 276.66%-265.6pp | 302.91%-291.9pp |
| Employer contribution / active EE | $781 | $5,103-84.7% | $4,645-83.2% | $4,762-83.6% |
| Participant deferral / active EE | $4,839 | $7,182-32.6% | $6,842-29.3% | $5,983-19.1% |
| Admin fee / account holder | $9,061 | $10,808-16.2% | $9,310-2.7% | $11,248-19.4% |