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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 | $78,350 | $99,994-21.6% | $146,647-46.6% | $85,851-8.7% |
| Participation rate | 65.5% | 73.1%-7.5pp | 80.1%-14.6pp | 69.3%-3.8pp |
| Annual return | 12.89% | 18.93%-6.0pp | 22.75%-9.9pp | 318.63%-305.7pp |
| Employer contribution / active EE | $391 | $2,559-84.7% | $4,137-90.5% | $2,565-84.8% |
| Participant deferral / active EE | $3,904 | $4,006-2.5% | $5,506-29.1% | $3,952-1.2% |
| Admin fee / account holder | $3,189 | $7,703-58.6% | $10,281-69.0% | $6,261-49.1% |