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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 | $61,804 | $172,111-64.1% | $150,298-58.9% | $137,256-55.0% |
| Participation rate | 36.8% | 81.7%-44.9pp | 77.8%-40.9pp | 80.0%-43.1pp |
| Annual return | 19.97% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $692 | $4,636-85.1% | $4,154-83.3% | $4,156-83.3% |
| Participant deferral / active EE | $2,432 | $6,166-60.6% | $5,453-55.4% | $6,407-62.0% |
| Admin fee / account holder | $1,342 | $16,471-91.9% | $14,116-90.5% | $12,270-89.1% |