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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 | $103,245 | $181,896-43.2% | $156,551-34.1% | $273,972-62.3% |
| Participation rate | 52.6% | 88.4%-35.8pp | 84.0%-31.4pp | 83.0%-30.4pp |
| Annual return | 8.35% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,207 | $6,248-80.7% | $5,501-78.1% | $4,869-75.2% |
| Participant deferral / active EE | $3,558 | $5,550-35.9% | $4,871-27.0% | $5,287-32.7% |
| Admin fee / account holder | $362 | $15,560-97.7% | $13,028-97.2% | $10,133-96.4% |