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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 | $56,404 | $136,860-58.8% | $120,344-53.1% | $154,746-63.6% |
| Participation rate | 68.2% | 79.9%-11.7pp | 76.7%-8.5pp | 80.7%-12.5pp |
| Annual return | 12.77% | 21.38%-8.6pp | 20.30%-7.5pp | 172.34%-159.6pp |
| Employer contribution / active EE | $189 | $3,533-94.7% | $3,020-93.7% | $4,379-95.7% |
| Participant deferral / active EE | $3,037 | $5,793-47.6% | $5,135-40.9% | $6,730-54.9% |
| Admin fee / account holder | $3,667 | $15,393-76.2% | $12,742-71.2% | $14,365-74.5% |