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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 | $62,736 | $125,797-50.1% | $170,057-63.1% | $75,177-16.5% |
| Participation rate | 56.8% | 83.6%-26.8pp | 87.0%-30.2pp | 67.2%-10.4pp |
| Annual return | 19.64% | 27.20%-7.6pp | 53.42%-33.8pp | 160.75%-141.1pp |
| Employer contribution / active EE | $1,413 | $4,616-69.4% | $6,790-79.2% | $2,671-47.1% |
| Participant deferral / active EE | $5,098 | $6,838-25.5% | $10,411-51.0% | $4,126+23.5% |
| Admin fee / account holder | $966 | $8,177-88.2% | $12,826-92.5% | $5,651-82.9% |