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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 | $112,573 | $162,136-30.6% | $152,301-26.1% | $154,746-27.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 13.83% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $622 | $4,890-87.3% | $4,624-86.6% | $4,379-85.8% |
| Participant deferral / active EE | $2,719 | $8,341-67.4% | $8,004-66.0% | $6,730-59.6% |
| Admin fee / account holder | $5,430 | $15,759-65.5% | $14,398-62.3% | $14,365-62.2% |