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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 | $94,534 | $106,267-11.0% | $96,520-2.1% | $139,456-32.2% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 18.81% | 38.45%-19.6pp | 35.72%-16.9pp | 373.45%-354.6pp |
| Employer contribution / active EE | $605 | $4,105-85.3% | $3,739-83.8% | $4,753-87.3% |
| Participant deferral / active EE | $4,141 | $5,454-24.1% | $4,879-15.1% | $6,711-38.3% |
| Admin fee / account holder | $3,830 | $7,882-51.4% | $6,733-43.1% | $11,407-66.4% |