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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 | $88,600 | $156,398-43.3% | $147,318-39.9% | $138,895-36.2% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 17.97% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $834 | $4,853-82.8% | $4,593-81.9% | $4,194-80.1% |
| Participant deferral / active EE | $4,149 | $8,237-49.6% | $7,906-47.5% | $6,396-35.1% |
| Admin fee / account holder | $2,306 | $14,976-84.6% | $13,708-83.2% | $12,562-81.6% |