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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 | $65,648 | $78,705-16.6% | $117,860-44.3% | $70,124-6.4% |
| Participation rate | 56.1% | 73.2%-17.1pp | 79.7%-23.5pp | 69.5%-13.4pp |
| Annual return | 15.38% | 23.30%-7.9pp | 335.10%-319.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $260 | $2,223-88.3% | $3,786-93.1% | $2,342-88.9% |
| Participant deferral / active EE | $4,063 | $3,297+23.2% | $4,482-9.3% | $3,332+22.0% |
| Admin fee / account holder | $4,601 | $5,065-9.2% | $8,021-42.6% | $4,645-1.0% |