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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 | $62,853 | $80,992-22.4% | $96,534-34.9% | $75,173-16.4% |
| Participation rate | 42.6% | 71.8%-29.2pp | 76.0%-33.4pp | 67.2%-24.6pp |
| Annual return | 22.12% | 27.05%-4.9pp | 25.88%-3.8pp | 160.72%-138.6pp |
| Employer contribution / active EE | $639 | $2,283-72.0% | $2,965-78.5% | $2,671-76.1% |
| Participant deferral / active EE | $2,016 | $3,929-48.7% | $4,851-58.4% | $4,126-51.1% |
| Admin fee / account holder | $1,655 | $6,717-75.4% | $8,253-79.9% | $5,651-70.7% |