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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 | $55,912 | $181,896-69.3% | $156,551-64.3% | $273,972-79.6% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 3.59% | 30.74%-27.2pp | 32.23%-28.6pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,317 | $6,248-78.9% | $5,501-76.1% | $4,869-72.9% |
| Participant deferral / active EE | $4,315 | $5,550-22.3% | $4,871-11.4% | $5,287-18.4% |
| Admin fee / account holder | $1,376 | $15,560-91.2% | $13,028-89.4% | $10,133-86.4% |