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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 | $71,269 | $111,535-36.1% | $105,223-32.3% | $137,256-48.1% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 16.54% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $607 | $3,939-84.6% | $3,689-83.6% | $4,156-85.4% |
| Participant deferral / active EE | $2,559 | $5,500-53.5% | $5,072-49.5% | $6,407-60.1% |
| Admin fee / account holder | $586 | $9,721-94.0% | $8,859-93.4% | $12,270-95.2% |