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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 | $162,967-39.1% | $135,792-26.9% | $138,895-28.6% |
| Participation rate | 34.8% | 78.3%-43.5pp | 72.6%-37.8pp | 79.9%-45.1pp |
| Annual return | 15.03% | 30.08%-15.0pp | 25.96%-10.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $224 | $4,211-94.7% | $3,496-93.6% | $4,194-94.7% |
| Participant deferral / active EE | $2,617 | $5,640-53.6% | $4,759-45.0% | $6,396-59.1% |
| Admin fee / account holder | $1,762 | $15,306-88.5% | $12,266-85.6% | $12,562-86.0% |