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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 | $77,978 | $199,109-60.8% | $173,730-55.1% | $154,746-49.6% |
| Participation rate | 27.8% | 82.8%-55.0pp | 79.6%-51.8pp | 80.7%-52.9pp |
| Annual return | 21.54% | 20.02%+1.5pp | 19.96%+1.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $738 | $5,311-86.1% | $4,577-83.9% | $4,379-83.1% |
| Participant deferral / active EE | $3,025 | $7,113-57.5% | $6,326-52.2% | $6,730-55.1% |
| Admin fee / account holder | $580 | $20,916-97.2% | $17,523-96.7% | $14,365-96.0% |