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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 | $81,421 | $154,228-47.2% | $145,433-44.0% | $137,256-40.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 33.44% | 74.59%-41.1pp | 66.58%-33.1pp | 220.34%-186.9pp |
| Employer contribution / active EE | $562 | $4,804-88.3% | $4,554-87.7% | $4,156-86.5% |
| Participant deferral / active EE | $13,290 | $8,216+61.7% | $7,897+68.3% | $6,407+107.4% |
| Admin fee / account holder | $322 | $14,344-97.8% | $13,129-97.5% | $12,270-97.4% |