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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 | $45,103 | $77,449-41.8% | $69,483-35.1% | $152,909-70.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 74.6%-6.2pp | 82.5%-14.0pp |
| Annual return | 23.87% | 39.09%-15.2pp | 28.99%-5.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $261 | $3,316-92.1% | $2,780-90.6% | $4,764-94.5% |
| Participant deferral / active EE | $2,391 | $4,415-45.9% | $3,537-32.4% | $5,851-59.1% |
| Admin fee / account holder | $2,579 | $6,210-58.5% | $3,841-32.9% | $11,601-77.8% |