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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 | $51,149 | $227,399-77.5% | $189,758-73.0% | $198,609-74.2% |
| Participation rate | 68.2% | 84.0%-15.8pp | 79.8%-11.6pp | 82.4%-14.2pp |
| Annual return | 10.00% | 61.03%-51.0pp | 52.62%-42.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $1,423 | $5,526-74.2% | $4,767-70.1% | $5,055-71.9% |
| Participant deferral / active EE | $5,402 | $6,837-21.0% | $5,856-7.8% | $6,977-22.6% |
| Admin fee / account holder | $2,865 | $25,162-88.6% | $20,388-85.9% | $19,030-84.9% |