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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 | $62,837 | $223,823-71.9% | $211,142-70.2% | $154,746-59.4% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 19.21% | 50.39%-31.2pp | 46.84%-27.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,202 | $6,787-82.3% | $6,442-81.3% | $4,379-72.5% |
| Participant deferral / active EE | $7,399 | $9,750-24.1% | $9,284-20.3% | $6,730+9.9% |
| Admin fee / account holder | $2,529 | $19,707-87.2% | $19,076-86.7% | $14,365-82.4% |