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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 | $77,999 | $162,812-52.1% | $133,971-41.8% | $158,966-50.9% |
| Participation rate | 36.4% | 83.2%-46.9pp | 79.8%-43.5pp | 82.0%-45.6pp |
| Annual return | 11.47% | 41.94%-30.5pp | 45.09%-33.6pp | 302.95%-291.5pp |
| Employer contribution / active EE | $857 | $4,976-82.8% | $3,919-78.1% | $4,762-82.0% |
| Participant deferral / active EE | $1,794 | $5,910-69.6% | $5,047-64.5% | $5,983-70.0% |
| Admin fee / account holder | $14,729 | $11,741+25.5% | $8,929+65.0% | $11,250+30.9% |