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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 | $70,934 | $181,896-61.0% | $156,551-54.7% | $273,972-74.1% |
| Participation rate | 55.0% | 88.4%-33.4pp | 84.0%-29.0pp | 83.0%-28.0pp |
| Annual return | 7.19% | 30.74%-23.6pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $839 | $6,248-86.6% | $5,501-84.8% | $4,869-82.8% |
| Participant deferral / active EE | $3,564 | $5,550-35.8% | $4,871-26.8% | $5,287-32.6% |
| Admin fee / account holder | $885 | $15,560-94.3% | $13,028-93.2% | $10,133-91.3% |