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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 | $181,062-59.3% | $158,223-53.4% | $155,188-52.5% |
| Participation rate | 41.2% | 82.7%-41.5pp | 79.2%-38.0pp | 80.8%-39.6pp |
| Annual return | 17.08% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $201 | $4,565-95.6% | $4,109-95.1% | $4,248-95.3% |
| Participant deferral / active EE | $9,809 | $6,134+59.9% | $5,467+79.4% | $6,531+50.2% |
| Admin fee / account holder | $2,409 | $18,825-87.2% | $16,047-85.0% | $14,480-83.4% |