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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 | $227,399-66.8% | $189,758-60.2% | $198,609-62.0% |
| Participation rate | 27.3% | 84.0%-56.7pp | 79.8%-52.5pp | 82.4%-55.1pp |
| Annual return | 19.86% | 61.03%-41.2pp | 52.62%-32.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $921 | $5,526-83.3% | $4,767-80.7% | $5,055-81.8% |
| Participant deferral / active EE | $3,487 | $6,837-49.0% | $5,856-40.4% | $6,977-50.0% |
| Admin fee / account holder | $6,376 | $25,162-74.7% | $20,388-68.7% | $19,030-66.5% |