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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 | $87,941 | $135,956-35.3% | $123,894-29.0% | $273,972-67.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 4.41% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $579 | $5,170-88.8% | $4,617-87.5% | $4,869-88.1% |
| Participant deferral / active EE | $2,922 | $6,343-53.9% | $5,984-51.2% | $5,287-44.7% |
| Admin fee / account holder | $21,016 | $9,817+114.1% | $8,357+151.5% | $10,133+107.4% |