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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 | $63,549 | $111,535-43.0% | $105,223-39.6% | $137,256-53.7% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.8pp | 80.0%-52.7pp |
| Annual return | 17.23% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $673 | $3,939-82.9% | $3,689-81.8% | $4,156-83.8% |
| Participant deferral / active EE | $2,137 | $5,500-61.1% | $5,072-57.9% | $6,407-66.6% |
| Admin fee / account holder | $1,344 | $9,721-86.2% | $8,859-84.8% | $12,270-89.0% |