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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 | $63,270 | $93,598-32.4% | $135,974-53.5% | $75,173-15.8% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.7pp | 67.2%-7.9pp |
| Annual return | 17.20% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $692 | $3,538-80.5% | $4,859-85.8% | $2,671-74.1% |
| Participant deferral / active EE | $3,631 | $6,405-43.3% | $7,760-53.2% | $4,126-12.0% |
| Admin fee / account holder | $1,332 | $6,978-80.9% | $10,767-87.6% | $5,651-76.4% |