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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 | $72,948 | $80,983-9.9% | $96,544-24.4% | $75,177-3.0% |
| Participation rate | 39.6% | 71.8%-32.2pp | 76.0%-36.4pp | 67.2%-27.6pp |
| Annual return | 16.33% | 27.05%-10.7pp | 25.88%-9.5pp | 160.75%-144.4pp |
| Employer contribution / active EE | $268 | $2,282-88.2% | $2,966-91.0% | $2,671-90.0% |
| Participant deferral / active EE | $2,565 | $3,929-34.7% | $4,851-47.1% | $4,126-37.8% |
| Admin fee / account holder | $15,659 | $6,717+133.1% | $8,254+89.7% | $5,651+177.1% |