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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 | $73,956 | $110,410-33.0% | $102,437-27.8% | $145,897-49.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 12.84% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $260 | $4,217-93.8% | $3,871-93.3% | $4,663-94.4% |
| Participant deferral / active EE | $4,680 | $5,622-16.7% | $5,060-7.5% | $6,689-30.0% |
| Admin fee / account holder | $304 | $9,745-96.9% | $8,388-96.4% | $13,390-97.7% |