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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 | $55,493 | $162,812-65.9% | $133,971-58.6% | $158,966-65.1% |
| Participation rate | 38.1% | 83.2%-45.1pp | 79.8%-41.7pp | 82.0%-43.9pp |
| Annual return | 5.75% | 41.94%-36.2pp | 45.09%-39.3pp | 302.95%-297.2pp |
| Employer contribution / active EE | $635 | $4,976-87.2% | $3,919-83.8% | $4,762-86.7% |
| Participant deferral / active EE | $1,929 | $5,910-67.4% | $5,047-61.8% | $5,983-67.8% |
| Admin fee / account holder | $1,975 | $11,741-83.2% | $8,929-77.9% | $11,250-82.4% |