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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 | $68,677 | $110,379-37.8% | $102,412-32.9% | $145,884-52.9% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 10.69% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $609 | $4,216-85.6% | $3,870-84.3% | $4,662-86.9% |
| Participant deferral / active EE | $3,189 | $5,622-43.3% | $5,060-37.0% | $6,690-52.3% |
| Admin fee / account holder | $989 | $9,745-89.9% | $8,388-88.2% | $13,392-92.6% |