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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 | $77,352 | $110,379-29.9% | $102,412-24.5% | $145,884-47.0% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 17.08% | 24.84%-7.8pp | 24.94%-7.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $489 | $4,216-88.4% | $3,870-87.4% | $4,662-89.5% |
| Participant deferral / active EE | $3,628 | $5,622-35.5% | $5,060-28.3% | $6,690-45.8% |
| Admin fee / account holder | $761 | $9,745-92.2% | $8,388-90.9% | $13,392-94.3% |