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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 | $81,659 | $94,436-13.5% | $115,599-29.4% | $82,637-1.2% |
| Participation rate | 63.6% | 70.4%-6.8pp | 74.3%-10.6pp | 68.1%-4.4pp |
| Annual return | 13.05% | 18.37%-5.3pp | 111.10%-98.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $463 | $2,324-80.1% | $2,955-84.3% | $2,552-81.9% |
| Participant deferral / active EE | $3,008 | $3,955-23.9% | $4,889-38.5% | $4,126-27.1% |
| Admin fee / account holder | $1,743 | $10,328-83.1% | $12,841-86.4% | $7,339-76.3% |