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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 | $95,579 | $239,571-60.1% | $183,328-47.9% | $137,256-30.4% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 80.0%-42.5pp |
| Annual return | 12.56% | 35.69%-23.1pp | 29.67%-17.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,249 | $6,148-79.7% | $5,055-75.3% | $4,156-69.9% |
| Participant deferral / active EE | $3,755 | $7,995-53.0% | $6,795-44.7% | $6,407-41.4% |
| Admin fee / account holder | $617 | $30,059-97.9% | $21,427-97.1% | $12,270-95.0% |