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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 | $72,140 | $106,280-32.1% | $96,538-25.3% | $139,487-48.3% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.3%-50.5pp | 80.3%-56.5pp |
| Annual return | 29.76% | 38.48%-8.7pp | 35.74%-6.0pp | 373.84%-344.1pp |
| Employer contribution / active EE | $737 | $4,107-82.1% | $3,740-80.3% | $4,755-84.5% |
| Participant deferral / active EE | $1,646 | $5,457-69.8% | $4,880-66.3% | $6,713-75.5% |
| Admin fee / account holder | $1,939 | $7,888-75.4% | $6,737-71.2% | $11,407-83.0% |