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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 | $88,766 | $184,014-51.8% | $161,149-44.9% | $138,895-36.1% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.8%-25.5pp | 79.9%-26.6pp |
| Annual return | 18.63% | 21.52%-2.9pp | 21.16%-2.5pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,043 | $5,055-79.4% | $4,360-76.1% | $4,194-75.1% |
| Participant deferral / active EE | $4,700 | $6,909-32.0% | $6,153-23.6% | $6,396-26.5% |
| Admin fee / account holder | $3,574 | $18,027-80.2% | $15,194-76.5% | $12,562-71.6% |