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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 | $99,202 | $161,352-38.5% | $134,172-26.1% | $137,256-27.7% |
| Participation rate | 34.8% | 78.3%-43.5pp | 72.5%-37.7pp | 80.0%-45.2pp |
| Annual return | 15.03% | 28.72%-13.7pp | 25.30%-10.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $224 | $4,099-94.5% | $3,420-93.4% | $4,156-94.6% |
| Participant deferral / active EE | $2,617 | $5,552-52.9% | $4,690-44.2% | $6,407-59.1% |
| Admin fee / account holder | $1,762 | $15,028-88.3% | $12,016-85.3% | $12,270-85.6% |