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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 | $73,600 | $114,119-35.5% | $107,187-31.3% | $138,895-47.0% |
| Participation rate | 15.8% | 78.1%-62.3pp | 75.0%-59.2pp | 79.9%-64.1pp |
| Annual return | 21.91% | 273.21%-251.3pp | 204.55%-182.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $539 | $4,059-86.7% | $3,782-85.7% | $4,194-87.1% |
| Participant deferral / active EE | $2,131 | $5,538-61.5% | $5,096-58.2% | $6,396-66.7% |
| Admin fee / account holder | $618 | $10,024-93.8% | $9,162-93.3% | $12,562-95.1% |