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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 | $223,823-65.8% | $211,142-63.7% | $154,746-50.5% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 17.86% | 50.39%-32.5pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,229 | $6,787-81.9% | $6,442-80.9% | $4,379-71.9% |
| Participant deferral / active EE | $5,678 | $9,750-41.8% | $9,284-38.8% | $6,730-15.6% |
| Admin fee / account holder | $826 | $19,707-95.8% | $19,076-95.7% | $14,365-94.3% |