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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 | $112,731 | $211,105-46.6% | $178,449-36.8% | $145,978-22.8% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.6pp | 80.3%-25.7pp |
| Annual return | 13.95% | 30.19%-16.2pp | 27.09%-13.1pp | 550.52%-536.6pp |
| Employer contribution / active EE | $616 | $4,569-86.5% | $3,951-84.4% | $4,662-86.8% |
| Participant deferral / active EE | $5,252 | $6,959-24.5% | $6,277-16.3% | $6,690-21.5% |
| Admin fee / account holder | $1,961 | $12,017-83.7% | $10,362-81.1% | $13,400-85.4% |