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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 | $41,105 | $181,896-77.4% | $156,551-73.7% | $273,972-85.0% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 3.63% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $519 | $6,248-91.7% | $5,501-90.6% | $4,869-89.3% |
| Participant deferral / active EE | $2,896 | $5,550-47.8% | $4,871-40.6% | $5,287-45.2% |
| Admin fee / account holder | $4,011 | $15,560-74.2% | $13,028-69.2% | $10,133-60.4% |