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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 | $69,233 | $124,980-44.6% | $108,359-36.1% | $154,746-55.3% |
| Participation rate | 30.0% | 75.2%-45.2pp | 70.1%-40.1pp | 80.7%-50.7pp |
| Annual return | 11.84% | 45.00%-33.2pp | 36.89%-25.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $321 | $2,851-88.7% | $2,399-86.6% | $4,379-92.7% |
| Participant deferral / active EE | $2,148 | $4,743-54.7% | $4,137-48.1% | $6,730-68.1% |
| Admin fee / account holder | $326 | $11,502-97.2% | $9,741-96.7% | $14,365-97.7% |