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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 | $62,136 | $162,136-61.7% | $152,301-59.2% | $154,746-59.8% |
| Participation rate | 26.7% | 84.1%-57.4pp | 82.4%-55.8pp | 80.7%-54.0pp |
| Annual return | 15.62% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $797 | $4,890-83.7% | $4,624-82.8% | $4,379-81.8% |
| Participant deferral / active EE | $3,368 | $8,341-59.6% | $8,004-57.9% | $6,730-50.0% |
| Admin fee / account holder | $662 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |