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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 | $71,007 | $192,737-63.2% | $142,460-50.2% | $139,456-49.1% |
| Participation rate | 31.3% | 81.5%-50.2pp | 76.8%-45.5pp | 80.3%-49.1pp |
| Annual return | 17.50% | 17.99%-0.5pp | 19.99%-2.5pp | 373.45%-356.0pp |
| Employer contribution / active EE | $1,341 | $5,806-76.9% | $4,847-72.3% | $4,753-71.8% |
| Participant deferral / active EE | $2,980 | $7,208-58.7% | $6,283-52.6% | $6,711-55.6% |
| Admin fee / account holder | $595 | $15,125-96.1% | $10,011-94.1% | $11,407-94.8% |