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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 | $70,427 | $105,248-33.1% | $147,318-52.2% | $71,012-0.8% |
| Participation rate | 13.1% | 66.1%-53.1pp | 82.1%-69.0pp | 58.6%-45.5pp |
| Annual return | 17.26% | 26.02%-8.8pp | 70.43%-53.2pp | 37.67%-20.4pp |
| Employer contribution / active EE | $353 | $3,785-90.7% | $4,593-92.3% | $2,348-85.0% |
| Participant deferral / active EE | $714 | $6,452-88.9% | $7,906-91.0% | $3,246-78.0% |
| Admin fee / account holder | $5,101 | $862+491.5% | $13,708-62.8% | $1,167+337.0% |