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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 | $72,126 | $181,896-60.3% | $156,551-53.9% | $273,972-73.7% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 10.80% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,063 | $6,248-83.0% | $5,501-80.7% | $4,869-78.2% |
| Participant deferral / active EE | $4,066 | $5,550-26.7% | $4,871-16.5% | $5,287-23.1% |
| Admin fee / account holder | $5,402 | $15,560-65.3% | $13,028-58.5% | $10,133-46.7% |