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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 | $75,551 | $154,228-51.0% | $145,433-48.1% | $137,256-45.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $720 | $4,804-85.0% | $4,554-84.2% | $4,156-82.7% |
| Participant deferral / active EE | $7,598 | $8,216-7.5% | $7,897-3.8% | $6,407+18.6% |
| Admin fee / account holder | $757 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |