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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 | $93,671 | $213,785-56.2% | $185,441-49.5% | $155,188-39.6% |
| Participation rate | 44.4% | 83.2%-38.8pp | 80.3%-35.8pp | 80.8%-36.4pp |
| Annual return | 12.53% | 19.97%-7.4pp | 20.16%-7.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $678 | $5,393-87.4% | $4,672-85.5% | $4,248-84.0% |
| Participant deferral / active EE | $4,336 | $6,864-36.8% | $6,152-29.5% | $6,531-33.6% |
| Admin fee / account holder | $1,000 | $21,134-95.3% | $17,890-94.4% | $14,480-93.1% |