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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 | $282,059-66.1% | $213,469-55.2% | $154,746-38.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 12.56% | 20.90%-8.3pp | 20.58%-8.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,249 | $6,189-79.8% | $4,994-75.0% | $4,379-71.5% |
| Participant deferral / active EE | $3,755 | $8,186-54.1% | $6,841-45.1% | $6,730-44.2% |
| Admin fee / account holder | $617 | $37,435-98.4% | $27,141-97.7% | $14,365-95.7% |