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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 | $75,267 | $89,259-15.7% | $107,187-29.8% | $82,637-8.9% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 13.48% | 21.02%-7.5pp | 204.55%-191.1pp | 53.51%-40.0pp |
| Employer contribution / active EE | $452 | $3,080-85.3% | $3,782-88.0% | $2,552-82.3% |
| Participant deferral / active EE | $3,524 | $4,037-12.7% | $5,096-30.9% | $4,126-14.6% |
| Admin fee / account holder | $1,134 | $7,381-84.6% | $9,162-87.6% | $7,339-84.6% |