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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 | $68,413 | $181,896-62.4% | $156,551-56.3% | $273,972-75.0% |
| Participation rate | 37.5% | 88.4%-50.9pp | 84.0%-46.5pp | 83.0%-45.5pp |
| Annual return | 8.37% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $731 | $6,248-88.3% | $5,501-86.7% | $4,869-85.0% |
| Participant deferral / active EE | $4,919 | $5,550-11.4% | $4,871+1.0% | $5,287-7.0% |
| Admin fee / account holder | $2,451 | $15,560-84.2% | $13,028-81.2% | $10,133-75.8% |