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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 | $76,834 | $185,312-58.5% | $161,489-52.4% | $154,746-50.3% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.7%-52.0pp | 80.7%-54.0pp |
| Annual return | 17.98% | 103.84%-85.9pp | 89.72%-71.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $491 | $4,769-89.7% | $4,268-88.5% | $4,379-88.8% |
| Participant deferral / active EE | $3,521 | $6,350-44.6% | $5,630-37.5% | $6,730-47.7% |
| Admin fee / account holder | $697 | $18,654-96.3% | $16,006-95.6% | $14,365-95.1% |