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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 | $83,788 | $181,062-53.7% | $158,223-47.0% | $155,188-46.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 79.2%-49.2pp | 80.8%-50.8pp |
| Annual return | 14.42% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $504 | $4,565-89.0% | $4,109-87.7% | $4,248-88.1% |
| Participant deferral / active EE | $6,018 | $6,134-1.9% | $5,467+10.1% | $6,531-7.9% |
| Admin fee / account holder | $1,196 | $18,825-93.6% | $16,047-92.5% | $14,480-91.7% |