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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 | $71,607 | $172,111-58.4% | $150,298-52.4% | $137,256-47.8% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 19.38% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $221 | $4,636-95.2% | $4,154-94.7% | $4,156-94.7% |
| Participant deferral / active EE | $3,682 | $6,166-40.3% | $5,453-32.5% | $6,407-42.5% |
| Admin fee / account holder | $1,428 | $16,471-91.3% | $14,116-89.9% | $12,270-88.4% |