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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 | $73,759 | $185,312-60.2% | $161,489-54.3% | $154,746-52.3% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.7%-37.5pp | 80.7%-39.5pp |
| Annual return | 17.08% | 103.84%-86.8pp | 89.72%-72.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $201 | $4,769-95.8% | $4,268-95.3% | $4,379-95.4% |
| Participant deferral / active EE | $9,809 | $6,350+54.5% | $5,630+74.2% | $6,730+45.7% |
| Admin fee / account holder | $2,409 | $18,654-87.1% | $16,006-84.9% | $14,365-83.2% |