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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 | $63,397 | $135,956-53.4% | $123,894-48.8% | $273,972-76.9% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 10.00% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $632 | $5,170-87.8% | $4,617-86.3% | $4,869-87.0% |
| Participant deferral / active EE | $3,677 | $6,343-42.0% | $5,984-38.5% | $5,287-30.4% |
| Admin fee / account holder | $6,852 | $9,817-30.2% | $8,357-18.0% | $10,133-32.4% |