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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 | $40,100 | $106,749-62.4% | $145,433-72.4% | $82,448-51.4% |
| Participation rate | 66.0% | 75.6%-9.7pp | 82.1%-16.2pp | 68.1%-2.1pp |
| Annual return | 15.98% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $613 | $3,444-82.2% | $4,554-86.5% | $2,551-76.0% |
| Participant deferral / active EE | $4,668 | $6,519-28.4% | $7,897-40.9% | $4,139+12.8% |
| Admin fee / account holder | $1,575 | $8,390-81.2% | $13,129-88.0% | $7,234-78.2% |