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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 | $79,521 | $110,307-27.9% | $96,576-17.7% | $139,456-43.0% |
| Participation rate | 22.2% | 78.1%-55.9pp | 76.0%-53.8pp | 80.3%-58.1pp |
| Annual return | 16.00% | 26.40%-10.4pp | 25.87%-9.9pp | 373.45%-357.4pp |
| Employer contribution / active EE | $754 | $3,619-79.2% | $2,965-74.6% | $4,753-84.1% |
| Participant deferral / active EE | $5,297 | $5,547-4.5% | $4,851+9.2% | $6,711-21.1% |
| Admin fee / account holder | $3,320 | $11,597-71.4% | $8,253-59.8% | $11,407-70.9% |