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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 | $78,056 | $101,763-23.3% | $164,866-52.7% | $80,874-3.5% |
| Participation rate | 61.9% | 71.8%-9.9pp | 78.6%-16.7pp | 67.6%-5.7pp |
| Annual return | 15.42% | 16.73%-1.3pp | 69.97%-54.5pp | 35.62%-20.2pp |
| Employer contribution / active EE | $599 | $2,954-79.7% | $4,343-86.2% | $2,756-78.3% |
| Participant deferral / active EE | $3,761 | $4,477-16.0% | $6,033-37.7% | $4,297-12.5% |
| Admin fee / account holder | $3,317 | $8,228-59.7% | $12,689-73.9% | $6,935-52.2% |