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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 | $63,027 | $315,200-80.0% | $238,191-73.5% | $155,188-59.4% |
| Participation rate | 39.1% | 82.6%-43.4pp | 77.1%-38.0pp | 80.8%-41.7pp |
| Annual return | 17.98% | 10.25%+7.7pp | 13.02%+5.0pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,383 | $6,383-78.3% | $5,082-72.8% | $4,248-67.4% |
| Participant deferral / active EE | $4,098 | $8,044-49.1% | $6,726-39.1% | $6,531-37.3% |
| Admin fee / account holder | $4,719 | $48,031-90.2% | $34,582-86.4% | $14,480-67.4% |