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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 | $61,494 | $184,014-66.6% | $161,149-61.8% | $138,895-55.7% |
| Participation rate | 65.2% | 82.1%-16.9pp | 78.8%-13.6pp | 79.9%-14.7pp |
| Annual return | 17.21% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $975 | $5,055-80.7% | $4,360-77.6% | $4,194-76.8% |
| Participant deferral / active EE | $5,039 | $6,909-27.1% | $6,153-18.1% | $6,396-21.2% |
| Admin fee / account holder | $4,335 | $18,027-76.0% | $15,194-71.5% | $12,562-65.5% |