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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 | $79,401 | $118,488-33.0% | $98,462-19.4% | $139,487-43.1% |
| Participation rate | 64.3% | 77.5%-13.2pp | 75.2%-10.9pp | 80.3%-16.1pp |
| Annual return | 17.94% | 18.96%-1.0pp | 21.17%-3.2pp | 373.84%-355.9pp |
| Employer contribution / active EE | $249 | $3,611-93.1% | $3,049-91.8% | $4,755-94.8% |
| Participant deferral / active EE | $1,889 | $5,393-65.0% | $4,738-60.1% | $6,713-71.9% |
| Admin fee / account holder | $4,319 | $13,868-68.9% | $8,875-51.3% | $11,407-62.1% |