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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 | $112,729-38.6% | $98,716-29.9% | $137,256-49.6% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.3%-39.3pp | 80.0%-50.0pp |
| Annual return | 11.84% | 38.48%-26.6pp | 31.81%-20.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $321 | $2,725-88.2% | $2,279-85.9% | $4,156-92.3% |
| Participant deferral / active EE | $2,148 | $4,640-53.7% | $4,048-46.9% | $6,407-66.5% |
| Admin fee / account holder | $326 | $10,129-96.8% | $8,703-96.3% | $12,270-97.3% |