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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 | $74,362 | $185,312-59.9% | $161,489-54.0% | $154,746-51.9% |
| Participation rate | 35.3% | 82.5%-47.2pp | 78.7%-43.4pp | 80.7%-45.4pp |
| Annual return | 15.36% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $872 | $4,769-81.7% | $4,268-79.6% | $4,379-80.1% |
| Participant deferral / active EE | $2,967 | $6,350-53.3% | $5,630-47.3% | $6,730-55.9% |
| Admin fee / account holder | $2,641 | $18,654-85.8% | $16,006-83.5% | $14,365-81.6% |