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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 | $90,839 | $115,225-21.2% | $100,712-9.8% | $138,895-34.6% |
| Participation rate | 38.5% | 74.3%-35.9pp | 69.3%-30.8pp | 79.9%-41.5pp |
| Annual return | 16.90% | 40.35%-23.5pp | 33.27%-16.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $321 | $2,771-88.4% | $2,313-86.1% | $4,194-92.4% |
| Participant deferral / active EE | $2,060 | $4,699-56.2% | $4,085-49.6% | $6,396-67.8% |
| Admin fee / account holder | $1,512 | $10,844-86.1% | $9,256-83.7% | $12,562-88.0% |