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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 | $79,761 | $162,136-50.8% | $152,301-47.6% | $154,746-48.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.07% | 91.02%-76.0pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $59 | $4,890-98.8% | $4,624-98.7% | $4,379-98.6% |
| Participant deferral / active EE | $12,400 | $8,341+48.7% | $8,004+54.9% | $6,730+84.2% |
| Admin fee / account holder | $1,562 | $15,759-90.1% | $14,398-89.1% | $14,365-89.1% |