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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 | $82,432 | $201,372-59.1% | $184,260-55.3% | $145,884-43.5% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 14.97% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,369 | $7,024-80.5% | $6,427-78.7% | $4,662-70.6% |
| Participant deferral / active EE | $5,719 | $9,808-41.7% | $9,133-37.4% | $6,690-14.5% |
| Admin fee / account holder | $4,752 | $16,362-71.0% | $13,898-65.8% | $13,392-64.5% |