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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 | $82,199 | $107,733-23.7% | $92,985-11.6% | $154,746-46.9% |
| Participation rate | 15.8% | 74.6%-58.8pp | 69.5%-53.7pp | 80.7%-64.9pp |
| Annual return | 14.45% | 30.39%-15.9pp | 27.99%-13.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $117 | $3,126-96.2% | $2,662-95.6% | $4,379-97.3% |
| Participant deferral / active EE | $3,813 | $5,053-24.5% | $4,377-12.9% | $6,730-43.3% |
| Admin fee / account holder | $517 | $11,369-95.5% | $9,463-94.5% | $14,365-96.4% |