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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 | $56,359 | $118,496-52.4% | $98,461-42.8% | $139,466-59.6% |
| Participation rate | 35.0% | 77.5%-42.5pp | 75.2%-40.2pp | 80.3%-45.3pp |
| Annual return | 12.66% | 18.96%-6.3pp | 21.17%-8.5pp | 373.66%-361.0pp |
| Employer contribution / active EE | $698 | $3,611-80.7% | $3,049-77.1% | $4,754-85.3% |
| Participant deferral / active EE | $3,658 | $5,393-32.2% | $4,738-22.8% | $6,712-45.5% |
| Admin fee / account holder | $1,056 | $14,056-92.5% | $8,961-88.2% | $11,409-90.7% |