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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 | $74,714 | $90,674-17.6% | $96,707-22.7% | $82,448-9.4% |
| Participation rate | 18.5% | 75.9%-57.4pp | 80.4%-61.8pp | 68.1%-49.5pp |
| Annual return | 15.55% | 49.05%-33.5pp | 34.78%-19.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $750 | $3,975-81.1% | $4,191-82.1% | $2,551-70.6% |
| Participant deferral / active EE | $3,388 | $5,696-40.5% | $5,997-43.5% | $4,139-18.1% |
| Admin fee / account holder | $13,858 | $7,568+83.1% | $7,503+84.7% | $7,234+91.6% |