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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 | $65,567 | $185,883-64.7% | $170,043-61.4% | $139,466-53.0% |
| Participation rate | 35.0% | 87.8%-52.8pp | 87.0%-52.0pp | 80.3%-45.3pp |
| Annual return | 14.34% | 60.54%-46.2pp | 53.40%-39.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $893 | $7,596-88.2% | $6,790-86.8% | $4,754-81.2% |
| Participant deferral / active EE | $3,763 | $11,626-67.6% | $10,410-63.9% | $6,712-43.9% |
| Admin fee / account holder | $15,667 | $15,393+1.8% | $12,824+22.2% | $11,409+37.3% |