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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 | $85,472 | $181,896-53.0% | $156,551-45.4% | $273,972-68.8% |
| Participation rate | 57.9% | 88.4%-30.5pp | 84.0%-26.1pp | 83.0%-25.1pp |
| Annual return | 3.08% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $97 | $6,248-98.4% | $5,501-98.2% | $4,869-98.0% |
| Participant deferral / active EE | $2,991 | $5,550-46.1% | $4,871-38.6% | $5,287-43.4% |
| Admin fee / account holder | $23,265 | $15,560+49.5% | $13,028+78.6% | $10,133+129.6% |