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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 | $35,986 | $153,769-76.6% | $133,975-73.1% | $273,972-86.9% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.1%-42.6pp | 83.0%-38.6pp |
| Annual return | 4.87% | 36.51%-31.6pp | 29.29%-24.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $472 | $6,029-92.2% | $5,211-90.9% | $4,869-90.3% |
| Participant deferral / active EE | $3,361 | $6,958-51.7% | $6,282-46.5% | $5,287-36.4% |
| Admin fee / account holder | $772 | $11,765-93.4% | $9,324-91.7% | $10,133-92.4% |