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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 | $75,539 | $185,312-59.2% | $161,489-53.2% | $154,746-51.2% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.7%-51.4pp | 80.7%-53.4pp |
| Annual return | 19.86% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $921 | $4,769-80.7% | $4,268-78.4% | $4,379-79.0% |
| Participant deferral / active EE | $3,487 | $6,350-45.1% | $5,630-38.1% | $6,730-48.2% |
| Admin fee / account holder | $6,376 | $18,654-65.8% | $16,006-60.2% | $14,365-55.6% |