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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 | $68,235 | $114,119-40.2% | $107,187-36.3% | $138,895-50.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 16.12% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $451 | $4,059-88.9% | $3,782-88.1% | $4,194-89.2% |
| Participant deferral / active EE | $2,593 | $5,538-53.2% | $5,096-49.1% | $6,396-59.5% |
| Admin fee / account holder | $591 | $10,024-94.1% | $9,162-93.5% | $12,562-95.3% |