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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 | $66,409 | $93,598-29.0% | $135,974-51.2% | $75,173-11.7% |
| Participation rate | 42.4% | 75.2%-32.8pp | 81.9%-39.5pp | 67.2%-24.8pp |
| Annual return | 17.55% | 30.89%-13.3pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $371 | $3,538-89.5% | $4,859-92.4% | $2,671-86.1% |
| Participant deferral / active EE | $4,708 | $6,405-26.5% | $7,760-39.3% | $4,126+14.1% |
| Admin fee / account holder | $916 | $6,978-86.9% | $10,767-91.5% | $5,651-83.8% |