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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 | $69,721 | $174,379-60.0% | $152,093-54.2% | $138,895-49.8% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 11.44% | 74.86%-63.4pp | 66.36%-54.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $644 | $4,652-86.2% | $4,175-84.6% | $4,194-84.6% |
| Participant deferral / active EE | $2,756 | $6,159-55.2% | $5,451-49.4% | $6,396-56.9% |
| Admin fee / account holder | $9,565 | $16,880-43.3% | $14,497-34.0% | $12,562-23.9% |