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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 | $67,950 | $201,370-66.3% | $184,256-63.1% | $145,897-53.4% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 11.57% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,157 | $7,024-83.5% | $6,427-82.0% | $4,663-75.2% |
| Participant deferral / active EE | $5,717 | $9,808-41.7% | $9,133-37.4% | $6,689-14.5% |
| Admin fee / account holder | $1,382 | $16,364-91.6% | $13,899-90.1% | $13,390-89.7% |