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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 | $76,653 | $209,336-63.4% | $197,124-61.1% | $137,256-44.2% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 17.86% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,229 | $6,591-81.4% | $6,227-80.3% | $4,156-70.4% |
| Participant deferral / active EE | $5,678 | $9,614-40.9% | $9,135-37.8% | $6,407-11.4% |
| Admin fee / account holder | $826 | $17,308-95.2% | $16,298-94.9% | $12,270-93.3% |