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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 | $74,691 | $183,539-59.3% | $155,556-52.0% | $145,897-48.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 25.48% | 61.31%-35.8pp | 64.84%-39.4pp | 552.29%-526.8pp |
| Employer contribution / active EE | $722 | $5,315-86.4% | $4,675-84.6% | $4,663-84.5% |
| Participant deferral / active EE | $3,877 | $6,467-40.1% | $5,631-31.2% | $6,689-42.0% |
| Admin fee / account holder | $466 | $19,275-97.6% | $15,885-97.1% | $13,390-96.5% |