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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 | $69,126 | $75,541-8.5% | $152,093-54.6% | $82,637-16.4% |
| Participation rate | 25.8% | 66.5%-40.7pp | 77.8%-52.0pp | 68.1%-42.2pp |
| Annual return | 17.43% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $284 | $2,622-89.2% | $4,175-93.2% | $2,552-88.9% |
| Participant deferral / active EE | $1,253 | $3,206-60.9% | $5,451-77.0% | $4,126-69.6% |
| Admin fee / account holder | $4,594 | $6,405-28.3% | $14,497-68.3% | $7,339-37.4% |