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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 | $68,012 | $123,000-44.7% | $105,582-35.6% | $198,609-65.8% |
| Participation rate | 63.2% | 76.8%-13.6pp | 71.8%-8.6pp | 82.4%-19.2pp |
| Annual return | 11.76% | 18.31%-6.5pp | 18.61%-6.9pp | 202.70%-190.9pp |
| Employer contribution / active EE | $771 | $3,582-78.5% | $2,984-74.2% | $5,055-84.8% |
| Participant deferral / active EE | $1,996 | $5,013-60.2% | $4,353-54.1% | $6,977-71.4% |
| Admin fee / account holder | $3,947 | $16,254-75.7% | $12,856-69.3% | $19,030-79.3% |