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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 | $80,565 | $75,541+6.7% | $152,093-47.0% | $82,637-2.5% |
| Participation rate | 22.5% | 66.5%-44.1pp | 77.8%-55.3pp | 68.1%-45.6pp |
| Annual return | 16.34% | 32.56%-16.2pp | 66.36%-50.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $100 | $2,622-96.2% | $4,175-97.6% | $2,552-96.1% |
| Participant deferral / active EE | $2,000 | $3,206-37.6% | $5,451-63.3% | $4,126-51.5% |
| Admin fee / account holder | $1,671 | $6,405-73.9% | $14,497-88.5% | $7,339-77.2% |