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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 | $38,223 | $125,797-69.6% | $170,043-77.5% | $75,173-49.2% |
| Participation rate | 66.1% | 83.6%-17.5pp | 87.0%-20.9pp | 67.2%-1.1pp |
| Annual return | 24.50% | 27.20%-2.7pp | 53.40%-28.9pp | 160.72%-136.2pp |
| Employer contribution / active EE | $1,109 | $4,616-76.0% | $6,790-83.7% | $2,671-58.5% |
| Participant deferral / active EE | $4,960 | $6,838-27.5% | $10,410-52.4% | $4,126+20.2% |
| Admin fee / account holder | $3,419 | $8,177-58.2% | $12,824-73.3% | $5,651-39.5% |