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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 | $81,541 | $97,078-16.0% | $103,065-20.9% | $145,897-44.1% |
| Participation rate | 65.0% | 81.1%-16.1pp | 80.6%-15.6pp | 80.3%-15.3pp |
| Annual return | 18.54% | 25.49%-6.9pp | 23.95%-5.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $971 | $4,680-79.2% | $4,675-79.2% | $4,663-79.2% |
| Participant deferral / active EE | $5,968 | $6,601-9.6% | $6,625-9.9% | $6,689-10.8% |
| Admin fee / account holder | $7,626 | $12,505-39.0% | $9,349-18.4% | $13,390-43.0% |