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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 | $80,382 | $155,555-48.3% | $146,866-45.3% | $155,188-48.2% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.5%-44.0pp | 80.8%-42.3pp |
| Annual return | 14.45% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $430 | $4,647-90.8% | $4,425-90.3% | $4,248-89.9% |
| Participant deferral / active EE | $2,676 | $8,044-66.7% | $7,759-65.5% | $6,531-59.0% |
| Admin fee / account holder | $636 | $14,755-95.7% | $13,620-95.3% | $14,480-95.6% |