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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 | $87,838 | $148,629-40.9% | $135,982-35.4% | $139,487-37.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.54% | 79.33%-54.8pp | 68.32%-43.8pp | 373.84%-349.3pp |
| Employer contribution / active EE | $873 | $5,247-83.4% | $4,859-82.0% | $4,755-81.6% |
| Participant deferral / active EE | $3,109 | $8,102-61.6% | $7,760-59.9% | $6,713-53.7% |
| Admin fee / account holder | $783 | $12,406-93.7% | $10,767-92.7% | $11,407-93.1% |