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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 | $89,796 | $181,896-50.6% | $156,551-42.6% | $273,972-67.2% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 9.36% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $311 | $6,248-95.0% | $5,501-94.4% | $4,869-93.6% |
| Participant deferral / active EE | $2,254 | $5,550-59.4% | $4,871-53.7% | $5,287-57.4% |
| Admin fee / account holder | $2,148 | $15,560-86.2% | $13,028-83.5% | $10,133-78.8% |