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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 | $84,734 | $118,496-28.5% | $98,461-13.9% | $139,466-39.2% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 14.55% | 18.96%-4.4pp | 21.17%-6.6pp | 373.66%-359.1pp |
| Employer contribution / active EE | $717 | $3,611-80.1% | $3,049-76.5% | $4,754-84.9% |
| Participant deferral / active EE | $3,906 | $5,393-27.6% | $4,738-17.6% | $6,712-41.8% |
| Admin fee / account holder | $7,992 | $14,056-43.1% | $8,961-10.8% | $11,409-29.9% |