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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 | $75,712 | $181,896-58.4% | $156,551-51.6% | $273,972-72.4% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 10.60% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,015 | $6,248-83.8% | $5,501-81.6% | $4,869-79.2% |
| Participant deferral / active EE | $2,634 | $5,550-52.5% | $4,871-45.9% | $5,287-50.2% |
| Admin fee / account holder | $857 | $15,560-94.5% | $13,028-93.4% | $10,133-91.5% |