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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 | $42,154 | $125,797-66.5% | $170,057-75.2% | $75,177-43.9% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 16.11% | 27.20%-11.1pp | 53.42%-37.3pp | 160.75%-144.6pp |
| Employer contribution / active EE | $781 | $4,616-83.1% | $6,790-88.5% | $2,671-70.8% |
| Participant deferral / active EE | $4,205 | $6,838-38.5% | $10,411-59.6% | $4,126+1.9% |
| Admin fee / account holder | $1,187 | $8,177-85.5% | $12,826-90.7% | $5,651-79.0% |