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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 | $69,484 | $227,399-69.4% | $189,758-63.4% | $198,609-65.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 16.09% | 61.03%-44.9pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,462 | $5,526-73.5% | $4,767-69.3% | $5,055-71.1% |
| Participant deferral / active EE | $4,422 | $6,837-35.3% | $5,856-24.5% | $6,977-36.6% |
| Admin fee / account holder | $3,820 | $25,162-84.8% | $20,388-81.3% | $19,030-79.9% |