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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 | $66,335 | $81,358-18.5% | $155,556-57.4% | $80,959-18.1% |
| Participation rate | 24.6% | 66.3%-41.7pp | 78.2%-53.6pp | 67.7%-43.1pp |
| Annual return | 14.99% | 33.39%-18.4pp | 64.84%-49.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $373 | $3,106-88.0% | $4,675-92.0% | $2,757-86.5% |
| Participant deferral / active EE | $1,323 | $3,455-61.7% | $5,631-76.5% | $4,300-69.2% |
| Admin fee / account holder | $1,980 | $7,994-75.2% | $15,885-87.5% | $6,925-71.4% |